+490.8%
LITE vs EOSE
-84.9%
+575.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -7.4% | +13.1% | +6.7% |
| 7D | -35.9% | -7.9% | -28.0% | -35.2% |
| 30D | -51.5% | -43.9% | -7.7% | -47.9% |
| 3M | -35.7% | -55.8% | +20.1% | -29.2% |
| 6M | -43.0% | -73.4% | +30.4% | -33.6% |
| YTD | +46.1% | -84.8% | +130.9% | +75.1% |
| 1Y | +124.7% | -88.6% | +213.3% | +176.7% |
| 3Y | +1,172.1% | -2.8% | +1,174.9% | +1,068.4% |
| All | +490.8% | -84.9% | +575.7% | +426.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 5y: compounded portfolio wealth divided by compounded EOSE 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…
5y analysis · Full analysis span regression · 6 months rolling