+146.1%
LITE vs PODD
-54.2%
+200.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.7% |
| 7D | +22.6% | -4.4% | +26.9% | +21.5% |
| 30D | -36.8% | +8.1% | -44.9% | -35.5% |
| 3M | -33.0% | +2.9% | -35.9% | -31.8% |
| 6M | -37.1% | -5.7% | -31.3% | -35.2% |
| YTD | +69.5% | -47.5% | +116.9% | +164.8% |
| 1Y | +146.1% | -55.7% | +201.8% | +395.4% |
| All | +146.1% | -54.2% | +200.3% | +395.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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