+562.5%
LITE vs OPEN
-94.8%
+657.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.6% | -0.8% | -4.0% |
| 7D | +10.8% | -15.0% | +25.8% | +13.1% |
| 30D | -33.4% | -40.2% | +6.8% | -29.7% |
| 3M | -32.2% | -67.4% | +35.2% | -22.8% |
| 6M | -42.1% | -74.0% | +31.9% | -32.3% |
| YTD | +61.9% | -79.6% | +141.5% | +92.3% |
| 1Y | +163.0% | -86.1% | +249.1% | +226.8% |
| 3Y | +1,358.0% | -41.4% | +1,399.4% | +1,136.3% |
| All | +562.5% | -94.8% | +657.3% | +619.7% |
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