+555.0%
LITE vs FISV
-62.2%
+617.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -4.0% | +15.1% | +9.8% |
| 7D | +12.6% | -1.6% | +14.2% | +12.2% |
| 30D | +9.9% | -3.0% | +12.9% | +9.5% |
| 3M | +9.3% | -3.5% | +12.8% | +10.3% |
| 6M | +75.2% | -19.4% | +94.6% | +73.0% |
| YTD | +165.5% | -24.3% | +189.8% | +159.8% |
| 1Y | +555.0% | -62.4% | +617.4% | +430.0% |
| All | +555.0% | -62.2% | +617.2% | +430.0% |
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