+3,574.4%
LITE vs WY
+5.2%
+3,569.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.2% |
| 7D | +22.6% | -5.4% | +28.0% | +25.3% |
| 30D | -36.8% | +7.9% | -44.6% | -39.6% |
| 3M | -33.0% | -16.6% | -16.4% | -29.0% |
| 6M | -37.1% | -11.2% | -25.9% | -35.9% |
| YTD | +69.5% | -11.3% | +80.8% | +70.2% |
| 1Y | +146.1% | -5.5% | +151.7% | +138.9% |
| 3Y | +1,440.8% | -25.4% | +1,466.2% | +1,555.4% |
| 5Y | +580.4% | -32.4% | +612.8% | +659.9% |
| 10Y | +1,606.7% | +3.8% | +1,602.9% | +1,356.3% |
| All | +3,574.4% | +5.2% | +3,569.2% | +3,201.8% |
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 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