+590.9%
LITE vs OPEN
-83.3%
+674.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -9.6% | -9.1% | -17.5% |
| 7D | -44.6% | -5.8% | -38.8% | -44.2% |
| 30D | -55.0% | -21.1% | -33.9% | -53.9% |
| 3M | -38.3% | -52.4% | +14.1% | -33.1% |
| 6M | -48.8% | -65.8% | +17.0% | -42.4% |
| YTD | +38.3% | -69.3% | +107.6% | +55.7% |
| 1Y | +119.0% | -75.2% | +194.2% | +152.0% |
| 3Y | +1,092.0% | -14.4% | +1,106.4% | +894.8% |
| 5Y | +446.1% | -92.0% | +538.0% | +414.7% |
| All | +590.9% | -83.3% | +674.3% | +489.6% |
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