+129.4%
LITE vs NDAQ
+26.1%
+103.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.3% | +9.4% | +11.3% |
| 7D | -12.9% | -0.1% | -12.8% | -13.1% |
| 30D | -46.0% | +15.9% | -61.8% | -41.5% |
| 3M | -33.0% | +15.1% | -48.1% | -27.5% |
| 6M | -34.0% | +22.9% | -56.9% | -26.0% |
| YTD | +61.7% | +12.8% | +48.9% | +78.2% |
| All | +129.4% | +26.1% | +103.3% | +99.1% |
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 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