+2,890.9%
LITE vs WBD
+23.8%
+2,867.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +354.7% | +36.5% | +318.1% | +325.4% |
| 7D | +354.7% | +36.5% | +318.1% | +325.4% |
| 30D | +354.7% | +36.5% | +318.1% | +325.4% |
| 3M | +354.7% | +36.5% | +318.1% | +325.4% |
| 6M | +354.7% | +36.5% | +318.1% | +325.4% |
| YTD | +354.7% | +36.5% | +318.1% | +325.4% |
| 1Y | +566.4% | +63.0% | +503.4% | +495.2% |
| 3Y | +2,523.6% | +206.7% | +2,316.8% | +1,782.6% |
| 5Y | +1,231.6% | +18.4% | +1,213.3% | +1,023.6% |
| All | +2,890.9% | +23.8% | +2,867.1% | +2,099.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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