-38.3%
LITE vs WPM
+9.2%
-47.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | +0.7% | -19.4% | -18.8% |
| 7D | -44.6% | +7.5% | -52.0% | -45.0% |
| 30D | -55.0% | -3.8% | -51.3% | -53.4% |
| 3M | -38.3% | +8.0% | -46.3% | -38.3% |
| All | -38.3% | +9.2% | -47.5% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 3mo: compounded portfolio wealth divided by compounded WPM 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…
3mo analysis · Full analysis span regression · Available span rolling