+124.7%
LITE vs EEM
+9.8%
+114.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.2% | +3.5% | +1.6% |
| 7D | -35.9% | -2.8% | -33.1% | -31.6% |
| 30D | -51.5% | -11.9% | -39.6% | -37.6% |
| 3M | -35.7% | -8.8% | -27.0% | -21.1% |
| 6M | -43.0% | -11.6% | -31.3% | -25.0% |
| YTD | +46.1% | +9.0% | +37.1% | +17.2% |
| 1Y | +124.7% | +10.6% | +114.1% | +72.3% |
| All | +124.7% | +9.8% | +114.9% | +72.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling