+1,533.3%
LITE vs TECH
+204.1%
+1,329.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.1% | +10.6% | +10.7% |
| 7D | -12.9% | +0.2% | -13.1% | -13.0% |
| 30D | -46.0% | +0.5% | -46.5% | -46.1% |
| 3M | -33.0% | +0.9% | -33.9% | -33.3% |
| 6M | -34.0% | +51.0% | -85.1% | -46.0% |
| YTD | +61.7% | +24.4% | +37.4% | +41.2% |
| 1Y | +148.3% | +27.6% | +120.7% | +114.2% |
| 3Y | +1,408.5% | +29.9% | +1,378.6% | +1,111.6% |
| 5Y | +546.2% | -40.6% | +586.8% | +652.5% |
| 10Y | +1,533.3% | +196.7% | +1,336.6% | +550.7% |
| All | +1,533.3% | +204.1% | +1,329.2% | +550.7% |
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