+131.9%
LITE vs FISV
-0.4%
+132.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -2.0% |
| 7D | -13.9% | +8.4% | -22.3% | -9.0% |
| 30D | -46.9% | +38.8% | -85.7% | -33.7% |
| 3M | -28.0% | +21.3% | -49.3% | -15.4% |
| 6M | -35.2% | +14.1% | -49.3% | -22.6% |
| YTD | +58.9% | -5.7% | +64.6% | +80.6% |
| All | +131.9% | -0.4% | +132.4% | +163.9% |
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