+1,402.3%
LITE vs GEN
+157.3%
+1,245.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.6% | +8.3% | +6.5% |
| 7D | -35.9% | +2.3% | -38.2% | -36.6% |
| 30D | -51.5% | +33.1% | -84.6% | -56.3% |
| 3M | -35.7% | +6.5% | -42.2% | -38.5% |
| 6M | -43.0% | +53.8% | -96.8% | -53.2% |
| YTD | +46.1% | +11.2% | +34.9% | +33.6% |
| 1Y | +124.7% | +19.4% | +105.3% | +99.1% |
| 3Y | +1,172.1% | +81.0% | +1,091.0% | +851.6% |
| 5Y | +477.0% | +33.4% | +443.6% | +372.4% |
| All | +1,402.3% | +157.3% | +1,245.1% | +759.4% |
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