-10.3%
LITE vs INFQ
-37.6%
+27.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +19.5% | -13.8% | -2.9% |
| 7D | -35.9% | +0.1% | -36.0% | -35.6% |
| 30D | -51.5% | -23.6% | -27.9% | -45.6% |
| 3M | -35.7% | -20.0% | -15.8% | -29.4% |
| 6M | -43.0% | -34.4% | -8.6% | -35.3% |
| All | -10.3% | -37.6% | +27.3% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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