+5,083.9%
LITE vs EEM
+130.7%
+4,953.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.8% | +2.2% | +2.0% |
| 7D | -1.5% | +2.3% | -3.9% | -3.9% |
| 30D | +6.7% | +4.5% | +2.1% | +2.4% |
| 3M | -6.8% | -0.1% | -6.7% | -4.6% |
| 6M | +29.4% | +16.9% | +12.5% | +13.6% |
| YTD | +139.1% | +26.2% | +112.9% | +94.2% |
| 1Y | +521.0% | +40.5% | +480.5% | +360.2% |
| 3Y | +1,535.3% | +86.2% | +1,449.1% | +864.1% |
| 5Y | +889.8% | +45.5% | +844.4% | +620.8% |
| 10Y | +2,400.7% | +128.6% | +2,272.1% | +1,252.5% |
| All | +5,083.9% | +130.7% | +4,953.2% | +1,783.7% |
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