+129.4%
LITE vs IAU
+1.0%
+128.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.8% | +8.9% | +9.8% |
| 7D | -12.9% | +4.9% | -17.8% | -15.1% |
| 30D | -46.0% | -1.4% | -44.6% | -45.4% |
| 3M | -33.0% | -4.8% | -28.3% | -31.2% |
| 6M | -34.0% | -12.5% | -21.6% | -30.2% |
| YTD | +61.7% | -4.2% | +65.9% | +45.6% |
| All | +129.4% | +1.0% | +128.4% | +79.7% |
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