+1,493.1%
LITE vs NDAQ
+471.8%
+1,021.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.4% |
| 7D | +10.8% | +1.3% | +9.5% | +10.1% |
| 30D | -33.4% | +18.0% | -51.4% | -39.3% |
| 3M | -32.2% | +11.5% | -43.8% | -36.6% |
| 6M | -42.1% | +21.1% | -63.2% | -49.4% |
| YTD | +61.9% | +12.8% | +49.1% | +44.3% |
| 1Y | +163.0% | +25.7% | +137.3% | +118.8% |
| 3Y | +1,358.0% | +116.8% | +1,241.2% | +771.3% |
| 5Y | +549.9% | +67.3% | +482.7% | +342.6% |
| All | +1,493.1% | +471.8% | +1,021.3% | +349.1% |
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