+521.0%
LITE vs FND
-36.4%
+557.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +4.0% |
| 7D | -1.5% | -5.2% | +3.7% | -1.6% |
| 30D | +6.7% | -19.9% | +26.5% | +6.7% |
| 3M | -6.8% | +2.7% | -9.5% | -6.4% |
| 6M | +29.4% | -21.7% | +51.1% | +36.2% |
| YTD | +139.1% | -17.5% | +156.6% | +138.0% |
| 1Y | +521.0% | -39.3% | +560.3% | +611.0% |
| All | +521.0% | -36.4% | +557.3% | +611.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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