+156.7%
LITE vs EQT
-10.2%
+166.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.3% | +9.3% | +10.4% |
| 7D | +3.4% | +0.3% | +3.1% | +3.5% |
| 30D | -34.9% | -0.7% | -34.2% | -34.6% |
| 3M | -21.0% | -2.8% | -18.2% | -20.6% |
| 6M | -38.5% | -6.1% | -32.4% | -36.6% |
| YTD | +75.8% | -0.5% | +76.3% | +70.5% |
| 1Y | +156.7% | -12.1% | +168.8% | +192.7% |
| All | +156.7% | -10.2% | +166.9% | +192.7% |
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