+521.0%
LITE vs TGT
+84.5%
+436.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +4.1% |
| 7D | -1.5% | +0.8% | -2.3% | -1.3% |
| 30D | +6.7% | +12.2% | -5.5% | +8.7% |
| 3M | -6.8% | +33.8% | -40.5% | -4.4% |
| 6M | +29.4% | +39.3% | -9.9% | +31.7% |
| YTD | +139.1% | +72.9% | +66.2% | +122.8% |
| 1Y | +521.0% | +84.6% | +436.4% | +429.0% |
| All | +521.0% | +84.5% | +436.5% | +429.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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