+2,502.5%
LITE vs TGT
+212.5%
+2,290.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.1% | +12.1% | +11.3% |
| 7D | +12.6% | -0.6% | +13.2% | +12.8% |
| 30D | +9.9% | +9.5% | +0.4% | +6.5% |
| 3M | +9.3% | +32.3% | -23.0% | -0.8% |
| 6M | +75.2% | +37.0% | +38.2% | +56.4% |
| YTD | +165.5% | +71.0% | +94.4% | +119.0% |
| 1Y | +555.0% | +85.0% | +470.0% | +425.8% |
| 3Y | +1,870.5% | +46.8% | +1,823.6% | +1,550.0% |
| 5Y | +1,009.8% | -22.7% | +1,032.6% | +987.4% |
| 10Y | +2,502.5% | +216.3% | +2,286.2% | +1,778.3% |
| All | +2,502.5% | +212.5% | +2,290.0% | +1,778.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling