+1,493.1%
LITE vs INTU
+232.2%
+1,260.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -4.9% | -4.6% |
| 7D | +10.8% | +0.1% | +10.7% | +10.7% |
| 30D | -33.4% | +10.1% | -43.5% | -36.4% |
| 3M | -32.2% | -4.2% | -28.0% | -33.2% |
| 6M | -42.1% | -7.2% | -34.9% | -45.2% |
| YTD | +61.9% | -47.7% | +109.6% | +98.0% |
| 1Y | +163.0% | -46.7% | +209.7% | +217.7% |
| 3Y | +1,358.0% | -34.1% | +1,392.1% | +1,432.9% |
| 5Y | +549.9% | -43.3% | +593.2% | +608.3% |
| All | +1,493.1% | +232.2% | +1,260.9% | +384.9% |
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