+521.0%
LITE vs TEAM
+11.3%
+509.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.6% | +6.6% | +3.6% |
| 7D | -1.5% | -0.4% | -1.1% | -1.6% |
| 30D | +6.7% | +67.3% | -60.6% | +15.4% |
| 3M | -6.8% | +86.8% | -93.5% | +5.9% |
| 6M | +29.4% | +146.8% | -117.4% | +53.8% |
| YTD | +139.1% | +16.9% | +122.2% | +185.9% |
| 1Y | +521.0% | +12.8% | +508.2% | +618.3% |
| All | +521.0% | +11.3% | +509.7% | +618.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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