+125.3%
LITE vs OPEN
-80.8%
+206.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.1% | +5.3% | -0.3% |
| 7D | -13.9% | -24.7% | +10.8% | -9.4% |
| 30D | -46.9% | -41.0% | -5.9% | -40.8% |
| 3M | -28.0% | -62.4% | +34.3% | -10.3% |
| 6M | -35.2% | -73.9% | +38.6% | -11.4% |
| YTD | +58.9% | -77.5% | +136.4% | +116.1% |
| 1Y | +125.3% | -83.6% | +208.9% | +256.6% |
| All | +125.3% | -80.8% | +206.2% | +256.6% |
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