+1,533.3%
LITE vs TER
+1,026.7%
+506.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +12.7% | -2.0% | +2.4% |
| 7D | -12.9% | -5.8% | -7.1% | -8.7% |
| 30D | -46.0% | -38.9% | -7.1% | -24.7% |
| 3M | -33.0% | -35.1% | +2.1% | -9.8% |
| 6M | -34.0% | -31.6% | -2.5% | -15.5% |
| YTD | +61.7% | +27.2% | +34.5% | +35.4% |
| 1Y | +148.3% | +35.2% | +113.1% | +102.4% |
| 3Y | +1,408.5% | +192.8% | +1,215.7% | +622.7% |
| 5Y | +546.2% | +72.4% | +473.8% | +300.0% |
| 10Y | +1,533.3% | +1,001.8% | +531.5% | +79.7% |
| All | +1,533.3% | +1,026.7% | +506.6% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 10y: compounded portfolio wealth divided by compounded TER 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…
10y analysis · Full analysis span regression · 6 months rolling