+1,533.3%
LITE vs WEC
+178.6%
+1,354.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.1% | +9.6% | +10.5% |
| 7D | -12.9% | +0.2% | -13.1% | -13.0% |
| 30D | -46.0% | +12.9% | -58.9% | -47.2% |
| 3M | -33.0% | +9.8% | -42.8% | -34.2% |
| 6M | -34.0% | +6.7% | -40.8% | -35.0% |
| YTD | +61.7% | +14.0% | +47.8% | +57.5% |
| 1Y | +148.3% | +7.3% | +140.9% | +144.2% |
| 3Y | +1,408.5% | +63.8% | +1,344.7% | +1,229.4% |
| 5Y | +546.2% | +54.8% | +491.4% | +471.3% |
| 10Y | +1,533.3% | +185.7% | +1,347.6% | +1,264.8% |
| All | +1,533.3% | +178.6% | +1,354.7% | +1,264.8% |
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