+3,068.2%
LITE vs EEM
+99.2%
+2,968.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.2% | +3.5% | +3.2% |
| 7D | -35.9% | -2.8% | -33.1% | -33.2% |
| 30D | -51.5% | -11.9% | -39.6% | -43.1% |
| 3M | -35.7% | -8.8% | -27.0% | -26.8% |
| 6M | -43.0% | -11.6% | -31.3% | -31.5% |
| YTD | +46.1% | +9.0% | +37.1% | +42.5% |
| 1Y | +124.7% | +10.6% | +114.1% | +117.7% |
| 3Y | +1,172.1% | +64.4% | +1,107.7% | +780.8% |
| 5Y | +477.0% | +31.0% | +446.0% | +387.1% |
| 10Y | +1,465.7% | +105.6% | +1,360.1% | +905.4% |
| All | +3,068.2% | +99.2% | +2,968.9% | +1,282.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling