+1,568.0%
LITE vs WEC
+195.2%
+1,372.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +22.6% | -0.7% | +23.3% | +22.7% |
| 30D | -36.8% | +11.0% | -47.7% | -38.0% |
| 3M | -33.0% | +8.6% | -41.6% | -34.1% |
| 6M | -37.1% | +6.2% | -43.2% | -37.9% |
| YTD | +69.5% | +14.3% | +55.2% | +64.9% |
| 1Y | +146.1% | +8.4% | +137.7% | +141.7% |
| 3Y | +1,440.8% | +62.9% | +1,378.0% | +1,260.2% |
| 5Y | +580.4% | +55.8% | +524.6% | +500.8% |
| All | +1,568.0% | +195.2% | +1,372.7% | +1,289.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling