+901.5%
LITE vs INTU
-38.8%
+940.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.4% | +7.4% | +4.6% |
| 7D | -1.5% | -7.1% | +5.5% | -0.2% |
| 30D | +6.7% | +1.5% | +5.2% | +5.5% |
| 3M | -6.8% | +10.7% | -17.4% | -10.6% |
| 6M | +29.4% | -23.8% | +53.3% | +33.7% |
| YTD | +139.1% | -49.3% | +188.4% | +194.4% |
| 1Y | +521.0% | -49.7% | +570.7% | +664.9% |
| 3Y | +1,535.3% | -38.0% | +1,573.3% | +1,711.6% |
| All | +901.5% | -38.8% | +940.3% | +934.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling