+129.4%
LITE vs TECH
+26.8%
+102.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.1% | +10.6% | +10.7% |
| 7D | -12.9% | +0.2% | -13.1% | -12.9% |
| 30D | -46.0% | +0.5% | -46.5% | -46.0% |
| 3M | -33.0% | +0.9% | -33.9% | -33.1% |
| 6M | -34.0% | +51.0% | -85.1% | -38.3% |
| YTD | +61.7% | +24.4% | +37.4% | +57.8% |
| All | +129.4% | +26.8% | +102.6% | +124.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling