+908.6%
LITE vs SEI
+539.1%
+369.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +14.3% | -8.6% | +1.4% |
| 7D | -35.9% | -18.3% | -17.6% | -31.7% |
| 30D | -51.5% | -24.4% | -27.1% | -47.2% |
| 3M | -35.7% | +1.5% | -37.3% | -35.5% |
| 6M | -43.0% | -25.1% | -17.8% | -37.6% |
| YTD | +46.1% | +26.4% | +19.7% | +38.3% |
| 1Y | +124.7% | +8.9% | +115.8% | +120.9% |
| 3Y | +1,172.1% | +586.7% | +585.4% | +697.7% |
| 5Y | +477.0% | +717.9% | -240.9% | +228.4% |
| All | +908.6% | +539.1% | +369.5% | +443.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 all: compounded portfolio wealth divided by compounded SEI 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…
all analysis · Full analysis span regression · 6 months rolling