+232.7%
LITE vs IAU
+2.6%
+230.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.7% | -11.5% | -9.9% |
| 7D | -31.4% | -0.3% | -31.2% | -31.3% |
| 30D | -42.6% | -1.9% | -40.7% | -41.7% |
| 3M | -26.2% | -0.4% | -25.8% | -25.7% |
| 6M | -35.8% | -10.1% | -25.7% | -32.1% |
| YTD | +70.0% | -5.9% | +76.0% | +46.2% |
| 1Y | +232.7% | +2.9% | +229.8% | +106.4% |
| All | +232.7% | +2.6% | +230.1% | +106.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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