+1,835.4%
LITE vs RDDT
+217.8%
+1,617.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.3% | +14.3% | +11.8% |
| 7D | +12.6% | +3.3% | +9.3% | +11.5% |
| 30D | +9.9% | -7.6% | +17.5% | +11.4% |
| 3M | +9.3% | -12.7% | +22.0% | +10.1% |
| 6M | +75.2% | +7.2% | +68.1% | +66.4% |
| YTD | +165.5% | -35.0% | +200.5% | +182.3% |
| 1Y | +555.0% | -35.0% | +590.0% | +590.2% |
| All | +1,835.4% | +217.8% | +1,617.6% | +1,382.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling