+1,426.5%
LITE vs INDA
+17.0%
+1,409.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.5% |
| 7D | +22.6% | +3.1% | +19.5% | +18.9% |
| 30D | -36.8% | +9.1% | -45.9% | -42.8% |
| 3M | -33.0% | +3.2% | -36.2% | -35.5% |
| 6M | -37.1% | +8.5% | -45.5% | -42.8% |
| YTD | +69.5% | -4.6% | +74.1% | +81.0% |
| 1Y | +146.1% | -5.5% | +151.6% | +167.6% |
| All | +1,426.5% | +17.0% | +1,409.5% | +1,166.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling