+146.1%
LITE vs EQT
-11.7%
+157.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.5% |
| 7D | +22.6% | +3.4% | +19.1% | +21.7% |
| 30D | -36.8% | -3.5% | -33.3% | -36.2% |
| 3M | -33.0% | -2.8% | -30.2% | -32.6% |
| 6M | -37.1% | -5.5% | -31.5% | -35.4% |
| YTD | +69.5% | -1.1% | +70.6% | +64.6% |
| 1Y | +146.1% | -12.9% | +159.0% | +181.9% |
| All | +146.1% | -11.7% | +157.8% | +181.9% |
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