+2,331.0%
LITE vs INTU
+221.9%
+2,109.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.4% | +7.4% | +5.3% |
| 7D | -1.5% | -7.1% | +5.5% | +1.2% |
| 30D | +6.7% | +1.5% | +5.2% | +4.5% |
| 3M | -6.8% | +10.7% | -17.4% | -13.7% |
| 6M | +29.4% | -23.8% | +53.3% | +33.3% |
| YTD | +139.1% | -49.3% | +188.4% | +202.4% |
| 1Y | +521.0% | -49.7% | +570.7% | +685.7% |
| 3Y | +1,535.3% | -38.0% | +1,573.3% | +1,709.0% |
| 5Y | +889.8% | -38.7% | +928.6% | +928.4% |
| All | +2,331.0% | +221.9% | +2,109.2% | +666.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling