+2,898.2%
LITE vs NDAQ
+654.1%
+2,244.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -2.6% | -16.1% | -17.5% |
| 7D | -44.6% | +1.2% | -45.7% | -44.9% |
| 30D | -55.0% | +15.8% | -70.8% | -58.4% |
| 3M | -38.3% | +13.4% | -51.7% | -42.6% |
| 6M | -48.8% | +20.9% | -69.6% | -54.8% |
| YTD | +38.3% | +11.1% | +27.2% | +25.3% |
| 1Y | +119.0% | +26.5% | +92.5% | +84.1% |
| 3Y | +1,092.0% | +121.5% | +970.5% | +638.8% |
| 5Y | +446.1% | +61.3% | +384.8% | +292.1% |
| 10Y | +1,381.7% | +480.0% | +901.7% | +492.2% |
| All | +2,898.2% | +654.1% | +2,244.1% | +1,226.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling