+1,670.7%
LITE vs INDA
+112.6%
+1,558.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.3% | +10.9% | +10.9% |
| 7D | +3.4% | +3.1% | +0.3% | +1.1% |
| 30D | -34.9% | +11.3% | -46.2% | -40.3% |
| 3M | -21.0% | +3.0% | -24.0% | -23.3% |
| 6M | -38.5% | +6.5% | -45.0% | -41.6% |
| YTD | +75.8% | -4.6% | +80.4% | +80.6% |
| 1Y | +156.7% | -5.8% | +162.4% | +167.1% |
| 3Y | +1,498.6% | +16.8% | +1,481.8% | +1,347.4% |
| 5Y | +610.9% | +10.4% | +600.5% | +569.2% |
| 10Y | +1,670.7% | +116.8% | +1,553.8% | +848.5% |
| All | +1,670.7% | +112.6% | +1,558.1% | +848.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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