+1,493.1%
LITE vs GEN
+152.9%
+1,340.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.4% | -6.9% | -5.2% |
| 7D | +10.8% | +2.0% | +8.7% | +10.1% |
| 30D | -33.4% | +27.7% | -61.2% | -39.1% |
| 3M | -32.2% | +3.3% | -35.5% | -34.3% |
| 6M | -42.1% | +31.8% | -73.9% | -49.4% |
| YTD | +61.9% | +13.5% | +48.4% | +47.1% |
| 1Y | +163.0% | +16.0% | +146.9% | +136.3% |
| 3Y | +1,358.0% | +70.6% | +1,287.4% | +1,019.8% |
| 5Y | +549.9% | +32.1% | +517.8% | +435.6% |
| All | +1,493.1% | +152.9% | +1,340.2% | +782.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling