+953.1%
LITE vs HOOD
+221.3%
+731.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.1% | +6.1% | +4.5% |
| 7D | -1.5% | +17.1% | -18.7% | -5.8% |
| 30D | +6.7% | +31.6% | -24.9% | -1.4% |
| 3M | -6.8% | +38.2% | -45.0% | -15.2% |
| 6M | +29.4% | +48.5% | -19.1% | +13.9% |
| YTD | +139.1% | +8.0% | +131.1% | +124.0% |
| 1Y | +521.0% | +18.7% | +502.3% | +465.6% |
| 3Y | +1,535.3% | +999.1% | +536.2% | +800.7% |
| 5Y | +889.8% | +181.7% | +708.2% | +435.1% |
| All | +953.1% | +221.3% | +731.8% | +470.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling