+1,358.0%
LITE vs TROW
+37.3%
+1,320.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.1% | -5.0% |
| 7D | +10.8% | +0.5% | +10.3% | +10.5% |
| 30D | -33.4% | +9.3% | -42.8% | -37.7% |
| 3M | -32.2% | -0.9% | -31.3% | -31.8% |
| 6M | -42.1% | +8.3% | -50.4% | -46.9% |
| YTD | +61.9% | +10.6% | +51.2% | +42.1% |
| 1Y | +163.0% | +10.5% | +152.4% | +130.1% |
| 3Y | +1,358.0% | +36.5% | +1,321.5% | +845.1% |
| All | +1,358.0% | +37.3% | +1,320.7% | +845.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling