+124.7%
LITE vs TEAM
-3.7%
+128.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -16.2% | +21.8% | +3.5% |
| 7D | -35.9% | -19.8% | -16.1% | -37.8% |
| 30D | -51.5% | -21.5% | -30.0% | -53.0% |
| 3M | -35.7% | +39.5% | -75.2% | -31.8% |
| 6M | -43.0% | +73.1% | -116.0% | -34.8% |
| YTD | +46.1% | -5.2% | +51.3% | +105.4% |
| 1Y | +124.7% | -1.6% | +126.3% | +207.6% |
| All | +124.7% | -3.7% | +128.4% | +207.6% |
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