+2,502.5%
LITE vs EEM
+124.9%
+2,377.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.2% | +10.8% | +10.8% |
| 7D | +12.6% | +3.1% | +9.5% | +8.6% |
| 30D | +9.9% | +4.9% | +5.1% | +4.6% |
| 3M | +9.3% | +5.2% | +4.1% | +5.3% |
| 6M | +75.2% | +20.7% | +54.5% | +45.0% |
| YTD | +165.5% | +26.5% | +139.0% | +108.6% |
| 1Y | +555.0% | +37.8% | +517.1% | +374.3% |
| 3Y | +1,870.5% | +91.0% | +1,779.5% | +943.8% |
| 5Y | +1,009.8% | +47.0% | +962.8% | +664.6% |
| 10Y | +2,502.5% | +125.6% | +2,376.9% | +1,044.5% |
| All | +2,502.5% | +124.9% | +2,377.6% | +1,044.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EEM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling