+1,402.3%
LITE vs NDAQ
+475.8%
+926.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.3% | +5.4% | +5.5% |
| 7D | -35.9% | +0.8% | -36.8% | -36.3% |
| 30D | -51.5% | +16.5% | -68.0% | -55.5% |
| 3M | -35.7% | +13.5% | -49.2% | -40.5% |
| 6M | -43.0% | +20.9% | -63.9% | -50.2% |
| YTD | +46.1% | +11.4% | +34.7% | +31.1% |
| 1Y | +124.7% | +25.9% | +98.8% | +86.8% |
| 3Y | +1,172.1% | +119.9% | +1,052.2% | +655.8% |
| 5Y | +477.0% | +61.7% | +415.3% | +301.7% |
| All | +1,402.3% | +475.8% | +926.5% | +366.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling