+589.2%
LITE vs ONON
+6.0%
+583.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.5% | +10.2% | +10.6% |
| 7D | -12.9% | +5.7% | -18.6% | -14.1% |
| 30D | -46.0% | +7.0% | -52.9% | -47.2% |
| 3M | -33.0% | -0.1% | -33.0% | -34.2% |
| 6M | -34.0% | +6.5% | -40.5% | -37.3% |
| YTD | +61.7% | -19.3% | +81.0% | +65.9% |
| 1Y | +148.3% | +7.2% | +141.1% | +132.1% |
| 3Y | +1,408.5% | +39.1% | +1,369.4% | +1,245.0% |
| 5Y | +546.2% | -0.8% | +547.0% | +449.0% |
| All | +589.2% | +6.0% | +583.2% | +486.3% |
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