+490.8%
LITE vs NDAQ
+60.8%
+430.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.3% | +5.4% | +5.6% |
| 7D | -35.9% | +0.8% | -36.8% | -36.2% |
| 30D | -51.5% | +16.5% | -68.0% | -54.4% |
| 3M | -35.7% | +13.5% | -49.2% | -39.2% |
| 6M | -43.0% | +20.9% | -63.9% | -48.5% |
| YTD | +46.1% | +11.4% | +34.7% | +35.9% |
| 1Y | +124.7% | +25.9% | +98.8% | +93.2% |
| 3Y | +1,172.1% | +119.9% | +1,052.2% | +714.6% |
| All | +490.8% | +60.8% | +430.0% | +306.2% |
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