+1,402.3%
LITE vs INTU
+247.3%
+1,155.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.8% | +9.4% | +6.9% |
| 7D | -35.9% | +0.1% | -36.1% | -36.3% |
| 30D | -51.5% | +15.4% | -67.0% | -54.6% |
| 3M | -35.7% | +6.6% | -42.3% | -39.5% |
| 6M | -43.0% | -11.3% | -31.7% | -45.0% |
| YTD | +46.1% | -47.7% | +93.8% | +78.8% |
| 1Y | +124.7% | -47.0% | +171.7% | +172.8% |
| 3Y | +1,172.1% | -29.9% | +1,202.0% | +1,191.5% |
| 5Y | +477.0% | -42.2% | +519.2% | +520.5% |
| All | +1,402.3% | +247.3% | +1,155.0% | +338.1% |
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