+490.8%
LITE vs GEN
+32.5%
+458.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.6% | +8.3% | +6.2% |
| 7D | -35.9% | +2.3% | -38.2% | -36.4% |
| 30D | -51.5% | +33.1% | -84.6% | -55.2% |
| 3M | -35.7% | +6.5% | -42.2% | -37.8% |
| 6M | -43.0% | +53.8% | -96.8% | -52.3% |
| YTD | +46.1% | +11.2% | +34.9% | +37.5% |
| 1Y | +124.7% | +19.4% | +105.3% | +103.8% |
| 3Y | +1,172.1% | +81.0% | +1,091.0% | +867.1% |
| All | +490.8% | +32.5% | +458.3% | +381.7% |
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