+1,563.7%
LITE vs HBM
+455.0%
+1,108.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +4.5% |
| 7D | -1.5% | -6.4% | +4.8% | +1.7% |
| 30D | +6.7% | +5.9% | +0.7% | +3.6% |
| 3M | -6.8% | -8.9% | +2.2% | -3.3% |
| 6M | +29.4% | +10.7% | +18.8% | +21.4% |
| YTD | +139.1% | +38.3% | +100.8% | +94.6% |
| 1Y | +521.0% | +121.3% | +399.7% | +304.7% |
| All | +1,563.7% | +455.0% | +1,108.7% | +548.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling