+490.8%
LITE vs TEAM
-65.2%
+556.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -16.2% | +21.8% | +8.4% |
| 7D | -35.9% | -19.8% | -16.1% | -33.6% |
| 30D | -51.5% | -21.5% | -30.0% | -49.6% |
| 3M | -35.7% | +39.5% | -75.2% | -41.0% |
| 6M | -43.0% | +73.1% | -116.0% | -51.3% |
| YTD | +46.1% | -5.2% | +51.3% | +43.8% |
| 1Y | +124.7% | -1.6% | +126.3% | +118.6% |
| 3Y | +1,172.1% | -11.4% | +1,183.5% | +1,165.9% |
| All | +490.8% | -65.2% | +556.0% | +569.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling