+2,331.0%
LITE vs PAAS
+206.7%
+2,124.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.4% | +6.4% | +4.5% |
| 7D | -1.5% | -2.9% | +1.4% | -1.0% |
| 30D | +6.7% | +6.8% | -0.1% | +5.1% |
| 3M | -6.8% | -2.9% | -3.9% | -6.3% |
| 6M | +29.4% | -16.4% | +45.9% | +33.3% |
| YTD | +139.1% | 0.0% | +139.1% | +135.7% |
| 1Y | +521.0% | +54.3% | +466.7% | +465.6% |
| 3Y | +1,535.3% | +230.7% | +1,304.6% | +1,181.9% |
| 5Y | +889.8% | +111.6% | +778.2% | +708.1% |
| All | +2,331.0% | +206.7% | +2,124.4% | +1,730.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling