+232.7%
LITE vs WEC
+9.7%
+223.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.3% | -10.2% | -7.3% |
| 7D | -31.4% | +6.9% | -38.3% | -30.6% |
| 30D | -42.6% | +16.6% | -59.2% | -42.4% |
| 3M | -26.2% | +9.1% | -35.3% | -25.4% |
| 6M | -35.8% | +3.2% | -39.0% | -35.5% |
| YTD | +70.0% | +14.9% | +55.1% | +73.3% |
| 1Y | +232.7% | +9.2% | +223.6% | +250.2% |
| All | +232.7% | +9.7% | +223.1% | +250.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling