+3,068.2%
LITE vs WY
+7.9%
+3,060.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.0% | +8.7% | +6.9% |
| 7D | -35.9% | +3.1% | -39.0% | -37.3% |
| 30D | -51.5% | +13.0% | -64.5% | -54.7% |
| 3M | -35.7% | -16.8% | -18.9% | -31.8% |
| 6M | -43.0% | -11.2% | -31.8% | -41.9% |
| YTD | +46.1% | -9.1% | +55.2% | +45.2% |
| 1Y | +124.7% | -4.8% | +129.5% | +117.4% |
| 3Y | +1,172.1% | -25.3% | +1,197.3% | +1,268.2% |
| 5Y | +477.0% | -33.2% | +510.2% | +548.5% |
| 10Y | +1,465.7% | +6.6% | +1,459.1% | +1,221.3% |
| All | +3,068.2% | +7.9% | +3,060.3% | +2,717.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling