+232.7%
LITE vs SPOT
+0.4%
+232.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.6% | -12.4% | -5.9% |
| 7D | -31.4% | +16.6% | -48.0% | -26.7% |
| 30D | -42.6% | +29.9% | -72.5% | -35.9% |
| 3M | -26.2% | +31.3% | -57.5% | -17.1% |
| 6M | -35.8% | +43.2% | -79.0% | -27.0% |
| YTD | +70.0% | +8.1% | +62.0% | +105.7% |
| 1Y | +232.7% | -0.3% | +233.0% | +325.6% |
| All | +232.7% | +0.4% | +232.3% | +325.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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