+1,630.5%
LITE vs TEAM
+453.9%
+1,176.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.6% | +8.1% | +10.1% |
| 7D | +3.4% | -19.7% | +23.1% | +8.2% |
| 30D | -34.9% | -26.6% | -8.3% | -30.5% |
| 3M | -21.0% | -1.1% | -20.0% | -22.3% |
| 6M | -38.5% | +74.6% | -113.1% | -49.5% |
| YTD | +75.8% | -6.0% | +81.8% | +66.6% |
| 1Y | +156.7% | -3.2% | +159.9% | +140.9% |
| 3Y | +1,498.6% | -13.5% | +1,512.1% | +1,417.7% |
| 5Y | +610.9% | -65.5% | +676.4% | +712.0% |
| All | +1,630.5% | +453.9% | +1,176.5% | +454.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling