+2,614.7%
LITE vs HLT
+572.6%
+2,042.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.6% |
| 7D | +13.6% | -1.5% | +15.1% | +14.3% |
| 30D | +21.6% | -1.2% | +22.8% | +22.2% |
| 3M | +20.3% | -10.3% | +30.7% | +27.3% |
| 6M | +54.4% | +1.3% | +53.1% | +50.9% |
| YTD | +168.3% | +7.0% | +161.3% | +153.6% |
| 1Y | +551.8% | +11.9% | +539.9% | +497.7% |
| 3Y | +1,891.5% | +100.7% | +1,790.8% | +1,257.9% |
| 5Y | +1,014.7% | +147.5% | +867.2% | +562.3% |
| 10Y | +2,614.7% | +586.5% | +2,028.2% | +872.8% |
| All | +2,614.7% | +572.6% | +2,042.1% | +872.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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