+1,031.3%
LITE vs ONON
-23.0%
+1,054.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.6% | +13.6% | +11.7% |
| 7D | +12.6% | -1.7% | +14.3% | +13.0% |
| 30D | +9.9% | -27.4% | +37.3% | +18.4% |
| 3M | +9.3% | -26.5% | +35.8% | +16.2% |
| 6M | +75.2% | -34.2% | +109.5% | +91.0% |
| YTD | +165.5% | -41.3% | +206.8% | +198.4% |
| 1Y | +555.0% | -39.7% | +594.6% | +622.7% |
| 3Y | +1,870.5% | -7.8% | +1,878.3% | +1,860.5% |
| All | +1,031.3% | -23.0% | +1,054.2% | +954.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 10y: compounded portfolio wealth divided by compounded ONON 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…
10y analysis · Full analysis span regression · 6 months rolling