+232.7%
LITE vs INTU
-46.5%
+279.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.5% | -11.3% | -5.6% |
| 7D | -31.4% | +8.7% | -40.1% | -27.2% |
| 30D | -42.6% | +25.9% | -68.4% | -33.0% |
| 3M | -26.2% | +10.7% | -36.9% | -18.5% |
| 6M | -35.8% | -11.6% | -24.2% | -31.3% |
| YTD | +70.0% | -45.4% | +115.4% | +93.4% |
| 1Y | +232.7% | -45.2% | +278.0% | +278.6% |
| All | +232.7% | -46.5% | +279.3% | +278.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 1y: compounded portfolio wealth divided by compounded INTU 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…
1y analysis · Full analysis span regression · 6 months rolling