+232.7%
LITE vs GWW
+55.5%
+177.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +6.5% | -14.4% | -6.6% |
| 7D | -31.4% | +11.1% | -42.5% | -30.1% |
| 30D | -42.6% | +15.7% | -58.3% | -41.3% |
| 3M | -26.2% | +14.8% | -41.0% | -24.7% |
| 6M | -35.8% | +30.9% | -66.7% | -37.1% |
| YTD | +70.0% | +48.5% | +21.6% | +67.2% |
| 1Y | +232.7% | +57.1% | +175.6% | +238.2% |
| All | +232.7% | +55.5% | +177.3% | +238.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling