+1,533.3%
LITE vs WY
+6.7%
+1,526.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.7% | +10.0% | +10.4% |
| 7D | -12.9% | -0.8% | -12.1% | -12.9% |
| 30D | -46.0% | +10.6% | -56.6% | -48.9% |
| 3M | -33.0% | -16.6% | -16.4% | -28.9% |
| 6M | -34.0% | -8.6% | -25.4% | -33.6% |
| YTD | +61.7% | -8.4% | +70.2% | +60.3% |
| 1Y | +148.3% | -5.1% | +153.4% | +140.8% |
| 3Y | +1,408.5% | -21.9% | +1,430.4% | +1,490.4% |
| 5Y | +546.2% | -31.3% | +577.5% | +618.6% |
| 10Y | +1,533.3% | +3.6% | +1,529.7% | +1,305.8% |
| All | +1,533.3% | +6.7% | +1,526.6% | +1,305.8% |
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