+232.7%
LITE vs EQT
-3.4%
+236.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -3.2% | -4.7% | -7.3% |
| 7D | -31.4% | -6.6% | -24.8% | -30.7% |
| 30D | -42.6% | +2.7% | -45.3% | -42.7% |
| 3M | -26.2% | -0.2% | -26.1% | -26.4% |
| 6M | -35.8% | -10.6% | -25.2% | -32.8% |
| YTD | +70.0% | -1.2% | +71.2% | +65.2% |
| 1Y | +232.7% | -4.9% | +237.6% | +226.6% |
| All | +232.7% | -3.4% | +236.2% | +226.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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