+1,358.0%
LITE vs EQT
+39.3%
+1,318.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.3% | -4.8% |
| 7D | +10.8% | +6.9% | +3.9% | +7.7% |
| 30D | -33.4% | +0.4% | -33.9% | -33.5% |
| 3M | -32.2% | -2.0% | -30.2% | -31.8% |
| 6M | -42.1% | -5.0% | -37.1% | -41.3% |
| YTD | +61.9% | -0.3% | +62.2% | +58.2% |
| 1Y | +163.0% | -11.3% | +174.3% | +173.2% |
| 3Y | +1,358.0% | +38.3% | +1,319.7% | +1,214.4% |
| All | +1,358.0% | +39.3% | +1,318.7% | +1,214.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling