+551.8%
LITE vs EQT
+8.8%
+543.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.2% |
| 7D | +13.6% | -2.0% | +15.6% | +13.9% |
| 30D | +21.6% | +1.0% | +20.6% | +21.3% |
| 3M | +20.3% | +4.0% | +16.3% | +19.7% |
| 6M | +54.4% | -11.7% | +66.1% | +60.1% |
| YTD | +168.3% | +2.8% | +165.5% | +164.1% |
| 1Y | +551.8% | +10.0% | +541.8% | +592.0% |
| All | +551.8% | +8.8% | +543.0% | +592.0% |
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