+1,321.8%
LITE vs INTU
+260.9%
+1,060.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -0.5% | -18.2% | -18.5% |
| 7D | -44.6% | +7.1% | -51.7% | -46.1% |
| 30D | -55.0% | +23.0% | -78.0% | -58.8% |
| 3M | -38.3% | +8.7% | -47.0% | -42.2% |
| 6M | -48.8% | -10.1% | -38.6% | -50.5% |
| YTD | +38.3% | -45.7% | +84.0% | +67.2% |
| 1Y | +119.0% | -45.1% | +164.1% | +163.1% |
| 3Y | +1,092.0% | -26.9% | +1,118.9% | +1,093.3% |
| 5Y | +446.1% | -40.0% | +486.0% | +480.4% |
| All | +1,321.8% | +260.9% | +1,060.9% | +309.8% |
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