+163.0%
LITE vs WEC
+8.6%
+154.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.5% |
| 7D | +10.8% | +1.5% | +9.3% | +11.1% |
| 30D | -33.4% | +10.2% | -43.6% | -32.7% |
| 3M | -32.2% | +7.6% | -39.8% | -31.3% |
| 6M | -42.1% | +6.6% | -48.7% | -42.5% |
| YTD | +61.9% | +14.4% | +47.5% | +63.1% |
| 1Y | +163.0% | +8.8% | +154.1% | +161.7% |
| All | +163.0% | +8.6% | +154.4% | +161.7% |
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