+354.7%
LITE vs Q
+71.3%
+283.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +2.7% |
| 7D | -1.5% | +0.2% | -1.8% | -1.7% |
| 30D | +6.7% | -11.1% | +17.8% | +17.4% |
| 3M | -6.8% | -22.1% | +15.4% | +12.8% |
| 6M | +29.4% | +0.5% | +29.0% | +32.4% |
| YTD | +139.1% | +47.8% | +91.3% | +99.9% |
| All | +354.7% | +71.3% | +283.4% | +333.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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