+232.7%
LITE vs TROW
+17.3%
+215.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +6.0% | -13.8% | -7.4% |
| 7D | -31.4% | +8.2% | -39.7% | -31.0% |
| 30D | -42.6% | +8.3% | -50.9% | -42.3% |
| 3M | -26.2% | -1.6% | -24.6% | -25.9% |
| 6M | -35.8% | +11.9% | -47.7% | -36.1% |
| YTD | +70.0% | +14.3% | +55.7% | +58.9% |
| 1Y | +232.7% | +17.0% | +215.7% | +204.3% |
| All | +232.7% | +17.3% | +215.4% | +204.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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