+901.5%
LITE vs HOOD
+181.8%
+719.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.1% | +6.1% | +4.6% |
| 7D | -1.5% | +17.1% | -18.7% | -6.7% |
| 30D | +6.7% | +31.6% | -24.9% | -2.9% |
| 3M | -6.8% | +38.2% | -45.0% | -16.9% |
| 6M | +29.4% | +48.5% | -19.1% | +10.6% |
| YTD | +139.1% | +8.0% | +131.1% | +120.8% |
| 1Y | +521.0% | +18.7% | +502.3% | +452.1% |
| 3Y | +1,535.3% | +999.1% | +536.2% | +637.8% |
| All | +901.5% | +181.8% | +719.7% | +362.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling