+232.7%
LITE vs HDB
-32.8%
+265.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +5.6% | -13.4% | -6.7% |
| 7D | -31.4% | +12.9% | -44.3% | -29.9% |
| 30D | -42.6% | +10.0% | -52.6% | -41.5% |
| 3M | -26.2% | +1.8% | -28.1% | -24.9% |
| 6M | -35.8% | -2.1% | -33.7% | -34.9% |
| YTD | +70.0% | -33.4% | +103.5% | +104.3% |
| 1Y | +232.7% | -32.9% | +265.6% | +294.0% |
| All | +232.7% | -32.8% | +265.6% | +294.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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