+2,578.2%
LITE vs TEAM
+631.8%
+1,946.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -16.2% | +21.8% | +9.0% |
| 7D | -35.9% | -19.8% | -16.1% | -33.1% |
| 30D | -51.5% | -21.5% | -30.0% | -49.2% |
| 3M | -35.7% | +39.5% | -75.2% | -41.8% |
| 6M | -43.0% | +73.1% | -116.0% | -52.5% |
| YTD | +46.1% | -5.2% | +51.3% | +38.4% |
| 1Y | +124.7% | -1.6% | +126.3% | +110.5% |
| 3Y | +1,172.1% | -11.4% | +1,183.5% | +1,106.0% |
| 5Y | +477.0% | -65.1% | +542.1% | +538.4% |
| 10Y | +1,465.7% | +471.3% | +994.4% | +748.4% |
| All | +2,578.2% | +631.8% | +1,946.4% | +1,358.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling