+1,533.3%
LITE vs FLR
+17.5%
+1,515.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +8.3% | +2.4% | +8.5% |
| 7D | -12.9% | +8.5% | -21.4% | -14.4% |
| 30D | -46.0% | -0.7% | -45.3% | -45.4% |
| 3M | -33.0% | -11.7% | -21.3% | -30.4% |
| 6M | -34.0% | +16.2% | -50.2% | -35.6% |
| YTD | +61.7% | +27.0% | +34.7% | +54.9% |
| 1Y | +148.3% | +10.1% | +138.2% | +146.2% |
| 3Y | +1,408.5% | +46.2% | +1,362.3% | +1,307.9% |
| 5Y | +546.2% | +121.4% | +424.7% | +455.1% |
| 10Y | +1,533.3% | +11.0% | +1,522.3% | +1,568.2% |
| All | +1,533.3% | +17.5% | +1,515.8% | +1,568.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling