+901.5%
LITE vs FISV
-54.1%
+955.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.5% | +4.0% |
| 7D | -1.5% | -0.3% | -1.2% | -1.5% |
| 30D | +6.7% | -2.1% | +8.7% | +6.7% |
| 3M | -6.8% | -5.7% | -1.0% | -6.4% |
| 6M | +29.4% | -15.3% | +44.8% | +31.6% |
| YTD | +139.1% | -21.1% | +160.2% | +144.9% |
| 1Y | +521.0% | -61.1% | +582.1% | +611.4% |
| 3Y | +1,535.3% | -56.8% | +1,592.1% | +1,612.0% |
| All | +901.5% | -54.1% | +955.7% | +882.7% |
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 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