+546.2%
LITE vs SPOT
+115.8%
+430.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.0% | +9.7% | +10.5% |
| 7D | -12.9% | +2.5% | -15.4% | -13.4% |
| 30D | -46.0% | +15.1% | -61.1% | -48.1% |
| 3M | -33.0% | +24.8% | -57.8% | -37.8% |
| 6M | -34.0% | +45.8% | -79.8% | -42.2% |
| YTD | +61.7% | +4.9% | +56.9% | +53.0% |
| 1Y | +148.3% | -1.3% | +149.6% | +140.3% |
| 3Y | +1,408.5% | +257.7% | +1,150.8% | +849.5% |
| 5Y | +546.2% | +118.5% | +427.7% | +347.8% |
| All | +546.2% | +115.8% | +430.4% | +347.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling