+232.7%
LITE vs NDAQ
+28.8%
+203.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.6% | -10.4% | -6.4% |
| 7D | -31.4% | +3.9% | -35.4% | -29.6% |
| 30D | -42.6% | +19.0% | -61.6% | -36.8% |
| 3M | -26.2% | +17.6% | -43.8% | -19.0% |
| 6M | -35.8% | +21.0% | -56.8% | -27.4% |
| YTD | +70.0% | +14.1% | +56.0% | +91.1% |
| 1Y | +232.7% | +29.4% | +203.3% | +204.2% |
| All | +232.7% | +28.8% | +203.9% | +204.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling