+1,358.0%
LITE vs TEAM
-13.9%
+1,371.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -4.3% |
| 7D | +10.8% | -2.4% | +13.2% | +11.1% |
| 30D | -33.4% | -26.7% | -6.7% | -31.3% |
| 3M | -32.2% | -9.6% | -22.6% | -32.0% |
| 6M | -42.1% | +86.0% | -128.1% | -48.9% |
| YTD | +61.9% | -7.5% | +69.4% | +79.1% |
| 1Y | +163.0% | -1.4% | +164.3% | +182.7% |
| 3Y | +1,358.0% | -14.3% | +1,372.3% | +1,418.6% |
| All | +1,358.0% | -13.9% | +1,371.9% | +1,418.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling