+124.7%
LITE vs OPEN
-81.0%
+205.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -21.8% | +27.5% | +10.4% |
| 7D | -35.9% | -22.2% | -13.7% | -32.8% |
| 30D | -51.5% | -38.3% | -13.2% | -46.2% |
| 3M | -35.7% | -59.4% | +23.6% | -20.8% |
| 6M | -43.0% | -74.4% | +31.4% | -20.9% |
| YTD | +46.1% | -76.0% | +122.1% | +98.5% |
| 1Y | +124.7% | -78.7% | +203.4% | +217.5% |
| All | +124.7% | -81.0% | +205.7% | +217.5% |
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