+901.5%
LITE vs HDB
-35.4%
+937.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.1% |
| 7D | -1.5% | +0.4% | -2.0% | -1.7% |
| 30D | +6.7% | -2.8% | +9.5% | +7.4% |
| 3M | -6.8% | -3.5% | -3.2% | -6.8% |
| 6M | +29.4% | -24.7% | +54.2% | +41.7% |
| YTD | +139.1% | -36.6% | +175.7% | +180.5% |
| 1Y | +521.0% | -34.4% | +555.4% | +614.9% |
| 3Y | +1,535.3% | -24.4% | +1,559.7% | +1,622.3% |
| All | +901.5% | -35.4% | +937.0% | +988.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling