+541.2%
LITE vs TECH
-40.2%
+581.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -13.9% | +0.2% | -14.1% | -14.0% |
| 30D | -46.9% | +0.5% | -47.4% | -47.0% |
| 3M | -28.0% | +1.1% | -29.1% | -28.3% |
| 6M | -35.2% | +51.0% | -86.2% | -45.2% |
| YTD | +58.9% | +24.4% | +34.5% | +42.6% |
| 1Y | +125.3% | +27.4% | +97.9% | +100.2% |
| 3Y | +1,344.4% | +28.5% | +1,315.9% | +1,115.9% |
| 5Y | +541.2% | -40.9% | +582.0% | +597.4% |
| All | +541.2% | -40.2% | +581.3% | +597.4% |
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 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