+1,402.3%
LITE vs PAAS
+192.1%
+1,210.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.5% | +4.2% | +5.4% |
| 7D | -35.9% | +8.4% | -44.3% | -37.2% |
| 30D | -51.5% | -7.2% | -44.4% | -50.7% |
| 3M | -35.7% | -14.0% | -21.7% | -33.8% |
| 6M | -43.0% | -26.8% | -16.2% | -39.4% |
| YTD | +46.1% | -19.8% | +65.9% | +50.7% |
| 1Y | +124.7% | +22.8% | +101.9% | +114.6% |
| 3Y | +1,172.1% | +183.6% | +988.4% | +931.2% |
| 5Y | +477.0% | +73.8% | +403.2% | +390.5% |
| All | +1,402.3% | +192.1% | +1,210.2% | +1,060.1% |
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