+489.9%
LITE vs WY
-8.3%
+498.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +4.3% |
| 7D | -1.5% | -1.7% | +0.2% | -2.2% |
| 30D | +6.7% | -10.1% | +16.7% | +2.8% |
| 3M | -6.8% | -5.1% | -1.6% | -7.8% |
| 6M | +29.4% | -4.8% | +34.2% | +26.6% |
| YTD | +139.1% | -0.2% | +139.3% | +141.5% |
| All | +489.9% | -8.3% | +498.2% | +519.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling