+546.2%
LITE vs TEAM
-65.5%
+611.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.8% | +9.9% | +10.6% |
| 7D | -12.9% | -17.2% | +4.3% | -10.3% |
| 30D | -46.0% | -25.1% | -20.9% | -43.4% |
| 3M | -33.0% | +3.9% | -36.9% | -34.5% |
| 6M | -34.0% | +69.1% | -103.1% | -43.2% |
| YTD | +61.7% | -4.5% | +66.2% | +59.0% |
| 1Y | +148.3% | -1.9% | +150.1% | +142.1% |
| 3Y | +1,408.5% | -9.3% | +1,417.8% | +1,393.7% |
| 5Y | +546.2% | -65.2% | +611.3% | +633.1% |
| All | +546.2% | -65.5% | +611.6% | +633.1% |
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