+232.7%
LITE vs OPEN
-72.7%
+305.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +13.8% | -21.6% | -11.1% |
| 7D | -31.4% | +3.7% | -35.1% | -32.2% |
| 30D | -42.6% | -14.3% | -28.3% | -40.5% |
| 3M | -26.2% | -51.9% | +25.7% | -10.5% |
| 6M | -35.8% | -61.4% | +25.6% | -17.9% |
| YTD | +70.0% | -66.0% | +136.1% | +117.0% |
| 1Y | +232.7% | -71.4% | +304.1% | +353.4% |
| All | +232.7% | -72.7% | +305.4% | +353.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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