+2,502.5%
LITE vs ELV
+265.4%
+2,237.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.4% | +12.4% | +11.3% |
| 7D | +12.6% | -0.3% | +12.9% | +12.6% |
| 30D | +9.9% | +2.0% | +8.0% | +9.3% |
| 3M | +9.3% | -3.5% | +12.8% | +9.6% |
| 6M | +75.2% | +40.2% | +35.0% | +61.9% |
| YTD | +165.5% | +15.8% | +149.6% | +152.2% |
| 1Y | +555.0% | +33.2% | +521.8% | +498.6% |
| 3Y | +1,870.5% | -6.2% | +1,876.7% | +1,808.6% |
| 5Y | +1,009.8% | +16.4% | +993.4% | +858.4% |
| 10Y | +2,502.5% | +259.8% | +2,242.7% | +1,494.9% |
| All | +2,502.5% | +265.4% | +2,237.1% | +1,494.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ELV 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling