+901.5%
LITE vs GEN
+24.6%
+876.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.2% | +6.2% | +4.6% |
| 7D | -1.5% | -1.2% | -0.3% | -1.2% |
| 30D | +6.7% | +10.1% | -3.5% | +3.3% |
| 3M | -6.8% | +16.1% | -22.8% | -11.8% |
| 6M | +29.4% | +38.9% | -9.4% | +13.7% |
| YTD | +139.1% | +14.4% | +124.7% | +125.5% |
| 1Y | +521.0% | +5.9% | +515.1% | +505.5% |
| 3Y | +1,535.3% | +58.8% | +1,476.5% | +1,235.0% |
| All | +901.5% | +24.6% | +876.9% | +747.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling