+901.5%
LITE vs WEC
+31.0%
+870.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.7% | +4.0% |
| 7D | -1.5% | -0.3% | -1.3% | -1.5% |
| 30D | +6.7% | -1.3% | +7.9% | +6.7% |
| 3M | -6.8% | -3.9% | -2.8% | -6.8% |
| 6M | +29.4% | -8.3% | +37.8% | +29.5% |
| YTD | +139.1% | +3.1% | +136.0% | +138.7% |
| 1Y | +521.0% | +1.9% | +519.1% | +518.9% |
| 3Y | +1,535.3% | +41.9% | +1,493.4% | +1,443.3% |
| All | +901.5% | +31.0% | +870.6% | +835.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling