+129.4%
LITE vs HBM
+36.9%
+92.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +9.0% | +1.7% | +4.9% |
| 7D | -12.9% | +5.0% | -17.9% | -15.0% |
| 30D | -46.0% | -12.7% | -33.2% | -40.7% |
| 3M | -33.0% | -17.4% | -15.6% | -24.3% |
| 6M | -34.0% | -8.9% | -25.2% | -29.3% |
| YTD | +61.7% | +14.9% | +46.8% | +26.4% |
| All | +129.4% | +36.9% | +92.5% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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