+521.0%
LITE vs FLR
+31.2%
+489.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.3% | +6.3% | +5.7% |
| 7D | -1.5% | +5.4% | -7.0% | -5.6% |
| 30D | +6.7% | +11.4% | -4.7% | -2.6% |
| 3M | -6.8% | +11.4% | -18.2% | -13.8% |
| 6M | +29.4% | +16.6% | +12.8% | +13.8% |
| YTD | +139.1% | +41.7% | +97.4% | +85.6% |
| 1Y | +521.0% | +35.4% | +485.6% | +394.9% |
| All | +521.0% | +31.2% | +489.8% | +394.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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