+125.3%
LITE vs HOOD
-40.0%
+165.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.2% |
| 7D | -13.9% | -5.1% | -8.8% | -12.5% |
| 30D | -46.9% | -25.4% | -21.5% | -43.4% |
| 3M | -28.0% | -14.0% | -14.1% | -26.1% |
| 6M | -35.2% | +5.6% | -40.8% | -36.5% |
| YTD | +58.9% | -28.1% | +87.0% | +75.2% |
| 1Y | +125.3% | -40.1% | +165.5% | +186.7% |
| All | +125.3% | -40.0% | +165.3% | +186.7% |
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