+124.7%
LITE vs PAAS
+21.8%
+102.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.5% | +4.2% | +5.0% |
| 7D | -35.9% | +8.4% | -44.3% | -38.4% |
| 30D | -51.5% | -7.2% | -44.4% | -49.8% |
| 3M | -35.7% | -14.0% | -21.7% | -31.7% |
| 6M | -43.0% | -26.8% | -16.2% | -36.0% |
| YTD | +46.1% | -19.8% | +65.9% | +41.7% |
| 1Y | +124.7% | +22.8% | +101.9% | +40.2% |
| All | +124.7% | +21.8% | +102.9% | +40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling