+1,172.1%
LITE vs GEN
+79.4%
+1,092.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.6% | +8.3% | +5.9% |
| 7D | -35.9% | +2.3% | -38.2% | -36.1% |
| 30D | -51.5% | +33.1% | -84.6% | -53.4% |
| 3M | -35.7% | +6.5% | -42.2% | -36.8% |
| 6M | -43.0% | +53.8% | -96.8% | -49.9% |
| YTD | +46.1% | +11.2% | +34.9% | +44.3% |
| 1Y | +124.7% | +19.4% | +105.3% | +112.8% |
| 3Y | +1,172.1% | +81.0% | +1,091.0% | +931.4% |
| All | +1,172.1% | +79.4% | +1,092.7% | +931.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling