+146.1%
LITE vs TE
-55.7%
+201.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -7.5% | +3.9% | -1.6% |
| 7D | +22.6% | -13.6% | +36.1% | +27.3% |
| 30D | -36.8% | -37.7% | +0.9% | -28.3% |
| 3M | -33.0% | -59.8% | +26.8% | -16.2% |
| 6M | -37.1% | -66.3% | +29.3% | -18.8% |
| YTD | +69.5% | -70.5% | +140.0% | +108.5% |
| 1Y | +146.1% | -48.8% | +194.9% | +145.8% |
| All | +146.1% | -55.7% | +201.8% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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