+1,870.5%
LITE vs FISV
-58.7%
+1,929.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -4.0% | +15.1% | +10.8% |
| 7D | +12.6% | -1.6% | +14.2% | +12.5% |
| 30D | +9.9% | -3.0% | +12.9% | +9.8% |
| 3M | +9.3% | -3.5% | +12.8% | +9.4% |
| 6M | +75.2% | -19.4% | +94.6% | +77.0% |
| YTD | +165.5% | -24.3% | +189.8% | +168.8% |
| 1Y | +555.0% | -62.4% | +617.4% | +606.7% |
| 3Y | +1,870.5% | -58.2% | +1,928.6% | +1,438.7% |
| All | +1,870.5% | -58.7% | +1,929.2% | +1,438.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling