+542.4%
LITE vs PODD
-52.0%
+594.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.5% |
| 7D | -13.9% | -4.4% | -9.5% | -13.1% |
| 30D | -46.9% | +9.4% | -56.4% | -48.1% |
| 3M | -28.0% | +3.6% | -31.7% | -29.2% |
| 6M | -35.2% | -4.0% | -31.3% | -36.8% |
| YTD | +58.9% | -47.9% | +106.8% | +86.3% |
| 1Y | +125.3% | -53.8% | +179.1% | +176.7% |
| 3Y | +1,344.4% | -4.5% | +1,349.0% | +1,343.7% |
| All | +542.4% | -52.0% | +594.3% | +606.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling