+2,614.7%
LITE vs TROW
+128.2%
+2,486.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +2.0% |
| 7D | +13.6% | -1.5% | +15.1% | +14.5% |
| 30D | +21.6% | -5.3% | +26.9% | +25.2% |
| 3M | +20.3% | +2.9% | +17.4% | +16.7% |
| 6M | +54.4% | +22.2% | +32.2% | +34.6% |
| YTD | +168.3% | +8.1% | +160.2% | +148.6% |
| 1Y | +551.8% | +5.8% | +546.0% | +512.1% |
| 3Y | +1,891.5% | +14.0% | +1,877.5% | +1,704.5% |
| 5Y | +1,014.7% | -38.3% | +1,053.0% | +1,282.9% |
| 10Y | +2,614.7% | +131.7% | +2,483.1% | +1,493.4% |
| All | +2,614.7% | +128.2% | +2,486.6% | +1,493.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling