+2,811.8%
LITE vs TEAM
+607.6%
+2,204.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | -0.9% |
| 7D | -13.9% | -22.2% | +8.3% | -9.6% |
| 30D | -46.9% | -28.1% | -18.8% | -43.4% |
| 3M | -28.0% | -2.2% | -25.9% | -28.9% |
| 6M | -35.2% | +62.2% | -97.4% | -45.2% |
| YTD | +58.9% | -8.4% | +67.2% | +51.6% |
| 1Y | +125.3% | -6.6% | +131.9% | +113.7% |
| 3Y | +1,344.4% | -15.7% | +1,360.1% | +1,284.8% |
| 5Y | +541.2% | -65.7% | +606.9% | +611.4% |
| 10Y | +1,587.5% | +441.0% | +1,146.6% | +822.3% |
| All | +2,811.8% | +607.6% | +2,204.2% | +1,496.4% |
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