+562.5%
LITE vs FISV
-36.7%
+599.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.7% | -8.2% | -4.5% |
| 7D | +10.8% | +1.4% | +9.3% | +10.8% |
| 30D | -33.4% | +38.4% | -71.9% | -33.9% |
| 3M | -32.2% | +14.9% | -47.2% | -32.1% |
| 6M | -42.1% | +21.8% | -63.9% | -42.7% |
| YTD | +61.9% | -5.0% | +66.9% | +65.8% |
| 1Y | +163.0% | -1.2% | +164.2% | +167.0% |
| 3Y | +1,358.0% | -47.5% | +1,405.5% | +1,392.9% |
| All | +562.5% | -36.7% | +599.2% | +508.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling