+1,670.7%
LITE vs TECH
+193.9%
+1,476.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | 0.0% | +10.7% | +10.7% |
| 7D | +3.4% | +0.1% | +3.3% | +3.4% |
| 30D | -34.9% | +0.3% | -35.2% | -35.0% |
| 3M | -21.0% | +1.0% | -22.0% | -21.4% |
| 6M | -38.5% | +54.0% | -92.4% | -50.0% |
| YTD | +75.8% | +24.3% | +51.5% | +53.6% |
| 1Y | +156.7% | +23.7% | +133.0% | +124.8% |
| 3Y | +1,498.6% | +28.5% | +1,470.1% | +1,191.1% |
| 5Y | +610.9% | -41.2% | +652.1% | +732.6% |
| 10Y | +1,670.7% | +189.2% | +1,481.5% | +620.1% |
| All | +1,670.7% | +193.9% | +1,476.8% | +620.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling