+1,094.6%
LITE vs OPEN
-70.7%
+1,165.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.7% |
| 3M | -6.8% | -36.4% | +29.6% | -2.1% |
| 6M | +29.4% | -35.5% | +64.9% | +35.5% |
| YTD | +139.1% | -46.0% | +185.1% | +152.8% |
| 1Y | +521.0% | -47.1% | +568.1% | +531.4% |
| 3Y | +1,535.3% | -19.0% | +1,554.3% | +1,270.4% |
| 5Y | +889.8% | -83.6% | +973.4% | +761.7% |
| All | +1,094.6% | -70.7% | +1,165.3% | +857.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling