+1,402.3%
LITE vs HDB
+57.5%
+1,344.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.8% | +3.9% | +5.1% |
| 7D | -35.9% | +13.3% | -49.3% | -38.8% |
| 30D | -51.5% | +13.6% | -65.1% | -53.9% |
| 3M | -35.7% | +5.8% | -41.5% | -37.6% |
| 6M | -43.0% | -1.9% | -41.1% | -43.8% |
| YTD | +46.1% | -31.2% | +77.3% | +64.7% |
| 1Y | +124.7% | -29.6% | +154.3% | +150.8% |
| 3Y | +1,172.1% | -10.1% | +1,182.2% | +1,166.9% |
| 5Y | +477.0% | -24.3% | +501.4% | +500.2% |
| All | +1,402.3% | +57.5% | +1,344.8% | +915.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling