+490.8%
LITE vs TECH
-40.1%
+530.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.6% |
| 7D | -35.9% | +0.2% | -36.1% | -36.0% |
| 30D | -51.5% | +0.3% | -51.9% | -51.6% |
| 3M | -35.7% | +1.3% | -37.1% | -36.0% |
| 6M | -43.0% | +54.0% | -96.9% | -52.3% |
| YTD | +46.1% | +24.3% | +21.8% | +31.2% |
| 1Y | +124.7% | +25.8% | +98.9% | +100.7% |
| 3Y | +1,172.1% | +26.0% | +1,146.1% | +980.7% |
| All | +490.8% | -40.1% | +530.9% | +541.7% |
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 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