+1,870.5%
LITE vs EQT
+36.6%
+1,833.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.1% | +11.1% | +11.1% |
| 7D | +12.6% | -0.8% | +13.5% | +13.0% |
| 30D | +9.9% | +6.6% | +3.3% | +6.7% |
| 3M | +9.3% | +4.4% | +4.9% | +6.6% |
| 6M | +75.2% | -10.5% | +85.7% | +82.3% |
| YTD | +165.5% | +3.7% | +161.7% | +156.3% |
| 1Y | +555.0% | +9.9% | +545.1% | +513.0% |
| 3Y | +1,870.5% | +35.4% | +1,835.1% | +1,583.5% |
| All | +1,870.5% | +36.6% | +1,833.9% | +1,583.5% |
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