+1,030.1%
LITE vs ZYBT
-58.1%
+1,088.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.9% | +12.9% | +11.0% |
| 7D | +12.6% | -4.2% | +16.9% | +12.6% |
| 30D | +9.9% | -16.4% | +26.3% | +10.0% |
| 3M | +9.3% | +82.9% | -73.6% | +4.8% |
| 6M | +75.2% | +110.7% | -35.4% | +65.3% |
| YTD | +165.5% | +37.4% | +128.1% | +153.6% |
| 1Y | +555.0% | -80.6% | +635.6% | +562.0% |
| All | +1,030.1% | -58.1% | +1,088.2% | +994.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 3y: compounded portfolio wealth divided by compounded ZYBT 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…
3y analysis · Full analysis span regression · 6 months rolling