+1,493.1%
LITE vs PAAS
+205.7%
+1,287.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.4% |
| 7D | +10.8% | -8.9% | +19.7% | +13.0% |
| 30D | -33.4% | -11.4% | -22.0% | -31.7% |
| 3M | -32.2% | -20.4% | -11.8% | -29.0% |
| 6M | -42.1% | -40.7% | -1.4% | -35.7% |
| YTD | +61.9% | -26.9% | +88.8% | +70.4% |
| 1Y | +163.0% | -3.1% | +166.1% | +162.9% |
| 3Y | +1,358.0% | +199.3% | +1,158.8% | +1,077.0% |
| 5Y | +549.9% | +48.3% | +501.6% | +468.4% |
| All | +1,493.1% | +205.7% | +1,287.4% | +1,140.9% |
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