+2,898.2%
LITE vs GEN
+254.4%
+2,643.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -0.9% | -17.7% | -18.4% |
| 7D | -44.6% | +8.5% | -53.1% | -46.1% |
| 30D | -55.0% | +34.2% | -89.2% | -59.5% |
| 3M | -38.3% | +10.0% | -48.3% | -41.5% |
| 6M | -48.8% | +56.8% | -105.5% | -58.1% |
| YTD | +38.3% | +14.2% | +24.0% | +25.6% |
| 1Y | +119.0% | +20.8% | +98.2% | +93.9% |
| 3Y | +1,092.0% | +84.1% | +1,007.9% | +793.1% |
| 5Y | +446.1% | +37.1% | +409.0% | +345.5% |
| 10Y | +1,381.7% | +171.5% | +1,210.2% | +765.6% |
| All | +2,898.2% | +254.4% | +2,643.9% | +1,452.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling