+232.7%
LITE vs GEN
+20.2%
+212.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.0% | -11.8% | -6.4% |
| 7D | -31.4% | +26.9% | -58.3% | -25.5% |
| 30D | -42.6% | +38.6% | -81.2% | -35.6% |
| 3M | -26.2% | +9.7% | -36.0% | -23.8% |
| 6M | -35.8% | +58.9% | -94.7% | -23.6% |
| YTD | +70.0% | +15.3% | +54.7% | +68.3% |
| 1Y | +232.7% | +21.8% | +211.0% | +245.5% |
| All | +232.7% | +20.2% | +212.6% | +245.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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