+521.0%
LITE vs NET
+36.1%
+484.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.0% | +6.0% | +4.5% |
| 7D | -1.5% | -7.0% | +5.4% | +0.2% |
| 30D | +6.7% | -4.8% | +11.4% | +7.3% |
| 3M | -6.8% | +3.8% | -10.6% | -7.8% |
| 6M | +29.4% | +50.0% | -20.6% | +13.1% |
| YTD | +139.1% | +41.5% | +97.6% | +113.6% |
| 1Y | +521.0% | +32.8% | +488.2% | +462.5% |
| All | +521.0% | +36.1% | +484.9% | +462.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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