+2,614.7%
LITE vs WTW
+189.9%
+2,424.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.6% | +4.6% | +2.2% |
| 7D | +13.6% | -7.1% | +20.7% | +16.1% |
| 30D | +21.6% | -8.5% | +30.1% | +24.6% |
| 3M | +20.3% | +20.6% | -0.2% | +11.3% |
| 6M | +54.4% | +7.2% | +47.2% | +47.4% |
| YTD | +168.3% | -3.9% | +172.2% | +163.8% |
| 1Y | +551.8% | -3.6% | +555.4% | +535.1% |
| 3Y | +1,891.5% | +60.7% | +1,830.8% | +1,335.8% |
| 5Y | +1,014.7% | +42.2% | +972.6% | +748.5% |
| 10Y | +2,614.7% | +195.5% | +2,419.3% | +1,208.0% |
| All | +2,614.7% | +189.9% | +2,424.9% | +1,208.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WTW 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling