+562.5%
LITE vs TECH
-41.0%
+603.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.5% | -4.5% |
| 7D | +10.8% | +0.1% | +10.6% | +10.7% |
| 30D | -33.4% | +0.5% | -34.0% | -33.5% |
| 3M | -32.2% | +1.1% | -33.3% | -32.5% |
| 6M | -42.1% | +62.8% | -104.9% | -52.3% |
| YTD | +61.9% | +24.5% | +37.4% | +45.2% |
| 1Y | +163.0% | +20.6% | +142.3% | +139.1% |
| 3Y | +1,358.0% | +29.5% | +1,328.5% | +1,123.4% |
| All | +562.5% | -41.0% | +603.4% | +615.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling