+232.7%
LITE vs FISV
-4.0%
+236.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +6.2% | -14.1% | -3.9% |
| 7D | -31.4% | +29.6% | -61.1% | -18.1% |
| 30D | -42.6% | +34.5% | -77.1% | -29.4% |
| 3M | -26.2% | +11.2% | -37.5% | -17.0% |
| 6M | -35.8% | -1.2% | -34.6% | -25.5% |
| YTD | +70.0% | -7.6% | +77.7% | +89.3% |
| 1Y | +232.7% | -3.7% | +236.5% | +275.8% |
| All | +232.7% | -4.0% | +236.7% | +275.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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