+2,502.5%
LITE vs WY
+5.5%
+2,497.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.4% | +12.5% | +11.7% |
| 7D | +12.6% | -2.1% | +14.7% | +13.6% |
| 30D | +9.9% | -10.5% | +20.4% | +15.1% |
| 3M | +9.3% | -4.9% | +14.2% | +10.3% |
| 6M | +75.2% | -4.9% | +80.1% | +76.2% |
| YTD | +165.5% | -1.7% | +167.1% | +159.5% |
| 1Y | +555.0% | -9.4% | +564.4% | +562.1% |
| 3Y | +1,870.5% | -22.3% | +1,892.8% | +2,027.6% |
| 5Y | +1,009.8% | -20.5% | +1,030.4% | +1,071.3% |
| 10Y | +2,502.5% | +4.9% | +2,497.6% | +2,118.7% |
| All | +2,502.5% | +5.5% | +2,497.0% | +2,118.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 10y: compounded portfolio wealth divided by compounded WY 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…
10y analysis · Full analysis span regression · 6 months rolling