+521.0%
LITE vs INTU
-49.4%
+570.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.4% | +7.4% | +2.2% |
| 7D | -1.5% | -7.1% | +5.5% | -5.2% |
| 30D | +6.7% | +1.5% | +5.2% | +8.7% |
| 3M | -6.8% | +10.7% | -17.4% | +1.2% |
| 6M | +29.4% | -23.8% | +53.3% | +26.9% |
| YTD | +139.1% | -49.3% | +188.4% | +148.7% |
| 1Y | +521.0% | -49.7% | +570.7% | +530.7% |
| All | +521.0% | -49.4% | +570.4% | +530.7% |
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