+146.1%
LITE vs WEC
+8.3%
+137.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +22.6% | -0.7% | +23.3% | +22.2% |
| 30D | -36.8% | +11.0% | -47.7% | -36.3% |
| 3M | -33.0% | +8.6% | -41.6% | -32.3% |
| 6M | -37.1% | +6.2% | -43.2% | -37.5% |
| YTD | +69.5% | +14.3% | +55.2% | +68.4% |
| 1Y | +146.1% | +8.4% | +137.7% | +156.5% |
| All | +146.1% | +8.3% | +137.8% | +156.5% |
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