+146.1%
LITE vs HOOD
-39.0%
+185.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.8% | +0.2% | -2.7% |
| 7D | +22.6% | +3.8% | +18.8% | +21.7% |
| 30D | -36.8% | -26.4% | -10.4% | -32.4% |
| 3M | -33.0% | -14.3% | -18.7% | -31.1% |
| 6M | -37.1% | +3.9% | -41.0% | -38.1% |
| YTD | +69.5% | -28.1% | +97.5% | +87.0% |
| 1Y | +146.1% | -38.8% | +184.9% | +208.4% |
| All | +146.1% | -39.0% | +185.1% | +208.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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