+2,898.2%
LITE vs TECH
+191.1%
+2,707.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -0.1% | -18.6% | -18.6% |
| 7D | -44.6% | -0.1% | -44.5% | -44.5% |
| 30D | -55.0% | +0.3% | -55.3% | -55.1% |
| 3M | -38.3% | +1.0% | -39.3% | -38.6% |
| 6M | -48.8% | +28.6% | -77.3% | -55.2% |
| YTD | +38.3% | +24.1% | +14.2% | +21.3% |
| 1Y | +119.0% | +21.9% | +97.1% | +93.5% |
| 3Y | +1,092.0% | +25.7% | +1,066.3% | +882.7% |
| 5Y | +446.1% | -40.2% | +486.3% | +524.9% |
| 10Y | +1,381.7% | +210.1% | +1,171.6% | +618.5% |
| All | +2,898.2% | +191.1% | +2,707.2% | +1,515.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling