+1,856.1%
LITE vs RDDT
+211.6%
+1,644.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.0% | +1.5% |
| 7D | +13.6% | -7.4% | +21.0% | +15.5% |
| 30D | +21.6% | -7.7% | +29.3% | +23.2% |
| 3M | +20.3% | -17.8% | +38.1% | +23.1% |
| 6M | +54.4% | +5.5% | +48.9% | +47.1% |
| YTD | +168.3% | -36.3% | +204.6% | +186.6% |
| 1Y | +551.8% | -39.0% | +590.8% | +597.8% |
| All | +1,856.1% | +211.6% | +1,644.5% | +1,404.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 10y: compounded portfolio wealth divided by compounded RDDT 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…
10y analysis · Full analysis span regression · 6 months rolling