+901.5%
LITE vs OPEN
-83.7%
+985.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.9% |
| 7D | -1.5% | -4.3% | +2.7% | -1.0% |
| 30D | +6.7% | -16.2% | +22.9% | +8.8% |
| 3M | -6.8% | -36.4% | +29.6% | -1.9% |
| 6M | +29.4% | -35.5% | +64.9% | +35.8% |
| YTD | +139.1% | -46.0% | +185.1% | +153.5% |
| 1Y | +521.0% | -47.1% | +568.1% | +531.7% |
| 3Y | +1,535.3% | -19.0% | +1,554.3% | +1,252.5% |
| All | +901.5% | -83.7% | +985.3% | +728.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling