+124.7%
LITE vs TER
+16.5%
+108.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.1% | +3.7% |
| 7D | -35.9% | -20.5% | -15.5% | -23.0% |
| 30D | -51.5% | -47.0% | -4.5% | -22.0% |
| 3M | -35.7% | -43.3% | +7.5% | -1.2% |
| 6M | -43.0% | -42.9% | -0.1% | -14.2% |
| YTD | +46.1% | +12.9% | +33.3% | +8.5% |
| 1Y | +124.7% | +18.2% | +106.5% | +59.9% |
| All | +124.7% | +16.5% | +108.3% | +59.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling