+546.2%
LITE vs NDAQ
+64.4%
+481.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.3% | +9.4% | +10.2% |
| 7D | -12.9% | -0.1% | -12.8% | -12.7% |
| 30D | -46.0% | +15.9% | -61.8% | -49.1% |
| 3M | -33.0% | +15.1% | -48.1% | -36.9% |
| 6M | -34.0% | +22.9% | -56.9% | -40.8% |
| YTD | +61.7% | +12.8% | +48.9% | +49.8% |
| 1Y | +148.3% | +26.0% | +122.3% | +114.2% |
| 3Y | +1,408.5% | +119.7% | +1,288.8% | +867.6% |
| 5Y | +546.2% | +65.4% | +480.8% | +341.9% |
| All | +546.2% | +64.4% | +481.8% | +341.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling