+1,402.3%
LITE vs WEC
+176.2%
+1,226.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.1% | +7.7% | +6.0% |
| 7D | -35.9% | -0.2% | -35.8% | -36.0% |
| 30D | -51.5% | +12.3% | -63.8% | -52.6% |
| 3M | -35.7% | +8.3% | -44.0% | -36.7% |
| 6M | -43.0% | +3.5% | -46.4% | -43.5% |
| YTD | +46.1% | +12.7% | +33.4% | +42.5% |
| 1Y | +124.7% | +8.2% | +116.5% | +120.6% |
| 3Y | +1,172.1% | +55.9% | +1,116.2% | +1,034.3% |
| 5Y | +477.0% | +51.2% | +425.8% | +412.8% |
| All | +1,402.3% | +176.2% | +1,226.1% | +1,181.2% |
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