+2,502.5%
LITE vs PNC
+272.2%
+2,230.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.1% | +12.1% | +11.6% |
| 7D | +12.6% | +2.3% | +10.3% | +11.1% |
| 30D | +9.9% | -3.8% | +13.7% | +12.2% |
| 3M | +9.3% | +7.8% | +1.5% | +4.4% |
| 6M | +75.2% | +19.7% | +55.5% | +57.7% |
| YTD | +165.5% | +19.1% | +146.4% | +139.0% |
| 1Y | +555.0% | +23.1% | +531.8% | +479.0% |
| 3Y | +1,870.5% | +132.1% | +1,738.3% | +1,185.0% |
| 5Y | +1,009.8% | +52.2% | +957.6% | +762.5% |
| 10Y | +2,502.5% | +271.4% | +2,231.1% | +1,142.5% |
| All | +2,502.5% | +272.2% | +2,230.3% | +1,142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PNC 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling