+1,103.8%
LITE vs SPOT
+262.3%
+841.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -2.1% | -16.6% | -18.5% |
| 7D | -44.6% | +10.3% | -54.8% | -45.2% |
| 30D | -55.0% | +25.9% | -80.9% | -56.5% |
| 3M | -38.3% | +27.4% | -65.7% | -41.2% |
| 6M | -48.8% | +46.5% | -95.2% | -53.5% |
| YTD | +38.3% | +5.8% | +32.5% | +36.7% |
| 1Y | +119.0% | -0.9% | +119.9% | +122.9% |
| All | +1,103.8% | +262.3% | +841.5% | +785.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling