+551.8%
LITE vs FND
-45.4%
+597.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.0% |
| 7D | +13.6% | -0.8% | +14.4% | +13.5% |
| 30D | +21.6% | -19.6% | +41.2% | +21.1% |
| 3M | +20.3% | -4.3% | +24.7% | +20.4% |
| 6M | +54.4% | -20.4% | +74.8% | +59.9% |
| YTD | +168.3% | -21.9% | +190.2% | +166.3% |
| 1Y | +551.8% | -45.2% | +597.0% | +640.2% |
| All | +551.8% | -45.4% | +597.2% | +640.2% |
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