+5,083.9%
LITE vs WEC
+218.6%
+4,865.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.7% | +4.1% |
| 7D | -1.5% | -0.3% | -1.3% | -1.5% |
| 30D | +6.7% | -1.3% | +7.9% | +6.9% |
| 3M | -6.8% | -3.9% | -2.8% | -6.3% |
| 6M | +29.4% | -8.3% | +37.8% | +31.4% |
| YTD | +139.1% | +3.1% | +136.0% | +137.2% |
| 1Y | +521.0% | +1.9% | +519.1% | +515.9% |
| 3Y | +1,535.3% | +41.9% | +1,493.4% | +1,378.6% |
| 5Y | +889.8% | +30.8% | +859.1% | +804.9% |
| 10Y | +2,400.7% | +141.9% | +2,258.8% | +1,892.8% |
| All | +5,083.9% | +218.6% | +4,865.3% | +2,681.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling