+1,042.1%
LITE vs ZYBT
-58.4%
+1,100.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.1% |
| 7D | +13.6% | -3.7% | +17.3% | +13.6% |
| 30D | +21.6% | -12.8% | +34.3% | +21.6% |
| 3M | +20.3% | +76.2% | -55.9% | +15.6% |
| 6M | +54.4% | +109.3% | -55.0% | +45.6% |
| YTD | +168.3% | +36.5% | +131.8% | +156.3% |
| 1Y | +551.8% | -84.0% | +635.8% | +563.2% |
| All | +1,042.1% | -58.4% | +1,100.5% | +1,006.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling