+1,670.7%
LITE vs GEN
+156.5%
+1,514.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.1% | +8.6% | +10.0% |
| 7D | +3.4% | -0.8% | +4.2% | +3.7% |
| 30D | -34.9% | +31.2% | -66.1% | -40.9% |
| 3M | -21.0% | +6.1% | -27.1% | -24.2% |
| 6M | -38.5% | +38.1% | -76.6% | -47.1% |
| YTD | +75.8% | +14.4% | +61.4% | +59.5% |
| 1Y | +156.7% | +15.1% | +141.5% | +131.8% |
| 3Y | +1,498.6% | +68.5% | +1,430.0% | +1,134.9% |
| 5Y | +610.9% | +35.8% | +575.1% | +480.3% |
| 10Y | +1,670.7% | +155.4% | +1,515.2% | +898.1% |
| All | +1,670.7% | +156.5% | +1,514.1% | +898.1% |
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