+2,259.5%
LITE vs NDAQ
+382.2%
+1,877.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.9% | +5.9% | +5.0% |
| 7D | -1.5% | -2.4% | +0.9% | -0.4% |
| 30D | +6.7% | +2.5% | +4.2% | +5.0% |
| 3M | -6.8% | +9.9% | -16.7% | -13.2% |
| 6M | +29.4% | +9.4% | +20.0% | +19.1% |
| YTD | +139.1% | +0.4% | +138.7% | +128.4% |
| 1Y | +521.0% | +4.0% | +517.0% | +478.2% |
| 3Y | +1,535.3% | +94.4% | +1,440.9% | +942.8% |
| 5Y | +889.8% | +56.7% | +833.1% | +598.0% |
| All | +2,259.5% | +382.2% | +1,877.3% | +730.5% |
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