+2,502.5%
LITE vs WBD
+12.5%
+2,490.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.5% | +11.5% | +11.2% |
| 7D | +12.6% | -0.7% | +13.3% | +12.8% |
| 30D | +9.9% | +5.0% | +4.9% | +8.5% |
| 3M | +9.3% | +6.2% | +3.1% | +7.5% |
| 6M | +75.2% | +0.6% | +74.6% | +75.1% |
| YTD | +165.5% | -2.4% | +167.9% | +167.4% |
| 1Y | +555.0% | +127.7% | +427.3% | +420.0% |
| 3Y | +1,870.5% | +148.4% | +1,722.1% | +1,365.1% |
| 5Y | +1,009.8% | +4.2% | +1,005.6% | +854.1% |
| 10Y | +2,502.5% | +10.8% | +2,491.7% | +1,825.8% |
| All | +2,502.5% | +12.5% | +2,490.0% | +1,825.8% |
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