+1,009.8%
LITE vs TROW
-36.6%
+1,046.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.4% | +11.2% |
| 7D | +12.6% | +0.4% | +12.2% | +12.2% |
| 30D | +9.9% | -4.0% | +14.0% | +12.4% |
| 3M | +9.3% | +5.0% | +4.3% | +4.5% |
| 6M | +75.2% | +24.3% | +50.9% | +50.2% |
| YTD | +165.5% | +9.8% | +155.7% | +142.5% |
| 1Y | +555.0% | +6.4% | +548.5% | +510.5% |
| 3Y | +1,870.5% | +15.8% | +1,854.7% | +1,638.9% |
| 5Y | +1,009.8% | -37.3% | +1,047.1% | +1,158.6% |
| All | +1,009.8% | -36.6% | +1,046.5% | +1,158.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling