+2,502.5%
LITE vs FISV
-1.0%
+2,503.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -4.0% | +15.1% | +12.1% |
| 7D | +12.6% | -1.6% | +14.2% | +12.9% |
| 30D | +9.9% | -3.0% | +12.9% | +10.1% |
| 3M | +9.3% | -3.5% | +12.8% | +7.8% |
| 6M | +75.2% | -19.4% | +94.6% | +81.7% |
| YTD | +165.5% | -24.3% | +189.8% | +178.9% |
| 1Y | +555.0% | -62.4% | +617.4% | +734.5% |
| 3Y | +1,870.5% | -58.2% | +1,928.6% | +2,131.0% |
| 5Y | +1,009.8% | -56.5% | +1,066.4% | +1,092.1% |
| 10Y | +2,502.5% | -0.5% | +2,503.0% | +1,201.7% |
| All | +2,502.5% | -1.0% | +2,503.5% | +1,201.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling