+124.7%
LITE vs IAU
+1.6%
+123.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.8% | +6.5% | +6.1% |
| 7D | -35.9% | +4.7% | -40.7% | -37.8% |
| 30D | -51.5% | -0.9% | -50.6% | -51.2% |
| 3M | -35.7% | -4.4% | -31.4% | -34.0% |
| 6M | -43.0% | -13.5% | -29.5% | -39.1% |
| YTD | +46.1% | -5.9% | +52.0% | +29.3% |
| 1Y | +124.7% | +1.9% | +122.8% | +59.0% |
| All | +124.7% | +1.6% | +123.1% | +59.0% |
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