+5,083.9%
LITE vs TROW
+110.2%
+4,973.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.0% | +5.0% | +4.6% |
| 7D | -1.5% | -1.3% | -0.2% | -0.8% |
| 30D | +6.7% | -4.5% | +11.2% | +9.3% |
| 3M | -6.8% | +3.9% | -10.6% | -9.9% |
| 6M | +29.4% | +22.6% | +6.9% | +13.4% |
| YTD | +139.1% | +10.1% | +129.0% | +119.8% |
| 1Y | +521.0% | +3.6% | +517.4% | +491.8% |
| 3Y | +1,535.3% | +12.4% | +1,522.9% | +1,399.2% |
| 5Y | +889.8% | -37.5% | +927.3% | +1,108.7% |
| 10Y | +2,400.7% | +130.0% | +2,270.8% | +1,401.7% |
| All | +5,083.9% | +110.2% | +4,973.7% | +3,524.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling