+901.5%
LITE vs SPOT
+107.9%
+793.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.2% | +7.2% | +4.8% |
| 7D | -1.5% | -0.9% | -0.6% | -1.4% |
| 30D | +6.7% | +12.5% | -5.8% | +2.7% |
| 3M | -6.8% | +9.9% | -16.7% | -10.5% |
| 6M | +29.4% | +1.6% | +27.9% | +25.6% |
| YTD | +139.1% | -6.6% | +145.7% | +135.2% |
| 1Y | +521.0% | -22.9% | +543.9% | +553.0% |
| 3Y | +1,535.3% | +244.3% | +1,291.0% | +956.5% |
| All | +901.5% | +107.9% | +793.7% | +566.0% |
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