+3,586.8%
LITE vs MSTR
+672.2%
+2,914.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +5.1% | -12.9% | -8.7% |
| 7D | -31.4% | -1.8% | -29.6% | -31.3% |
| 30D | -42.6% | -13.3% | -29.3% | -41.2% |
| 3M | -26.2% | +46.0% | -72.2% | -31.7% |
| 6M | -35.8% | -22.4% | -13.3% | -34.2% |
| YTD | +70.0% | -6.2% | +76.2% | +65.1% |
| 1Y | +232.7% | -42.3% | +275.0% | +250.3% |
| 3Y | +1,365.7% | +214.0% | +1,151.7% | +951.8% |
| 5Y | +609.5% | +78.2% | +531.3% | +394.0% |
| 10Y | +1,721.9% | +649.6% | +1,072.4% | +572.1% |
| All | +3,586.8% | +672.2% | +2,914.6% | +1,297.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 all: compounded portfolio wealth divided by compounded MSTR 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…
all analysis · Full analysis span regression · 6 months rolling