+2,331.0%
LITE vs HD
+203.6%
+2,127.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +3.5% |
| 7D | -1.5% | -2.1% | +0.5% | -0.3% |
| 30D | +6.7% | -8.4% | +15.1% | +11.6% |
| 3M | -6.8% | +4.3% | -11.1% | -10.9% |
| 6M | +29.4% | -11.1% | +40.6% | +35.4% |
| YTD | +139.1% | -4.7% | +143.8% | +137.0% |
| 1Y | +521.0% | -19.8% | +540.8% | +580.6% |
| 3Y | +1,535.3% | +4.1% | +1,531.2% | +1,401.2% |
| 5Y | +889.8% | +10.3% | +879.5% | +745.2% |
| All | +2,331.0% | +203.6% | +2,127.5% | +1,059.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling