+1,172.1%
LITE vs SNPS
-7.7%
+1,179.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.3% | +3.4% | +4.5% |
| 7D | -35.9% | -3.7% | -32.3% | -34.3% |
| 30D | -51.5% | -10.4% | -41.1% | -48.2% |
| 3M | -35.7% | +11.0% | -46.7% | -38.0% |
| 6M | -43.0% | -10.7% | -32.3% | -39.2% |
| YTD | +46.1% | -4.1% | +50.2% | +49.1% |
| 1Y | +124.7% | +13.7% | +111.0% | +113.1% |
| 3Y | +1,172.1% | -8.1% | +1,180.1% | +979.7% |
| All | +1,172.1% | -7.7% | +1,179.7% | +979.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 3y: compounded portfolio wealth divided by compounded SNPS 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…
3y analysis · Full analysis span regression · 6 months rolling