+2,614.7%
LITE vs PSLV
+194.1%
+2,420.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.3% | +0.4% |
| 7D | +13.6% | +3.3% | +10.3% | +12.5% |
| 30D | +21.6% | +2.1% | +19.4% | +21.0% |
| 3M | +20.3% | +7.1% | +13.2% | +18.0% |
| 6M | +54.4% | -21.6% | +75.9% | +62.9% |
| YTD | +168.3% | -6.7% | +175.0% | +159.3% |
| 1Y | +551.8% | +59.3% | +492.5% | +444.0% |
| 3Y | +1,891.5% | +182.1% | +1,709.4% | +1,350.4% |
| 5Y | +1,014.7% | +162.6% | +852.1% | +711.4% |
| 10Y | +2,614.7% | +203.0% | +2,411.7% | +1,602.4% |
| All | +2,614.7% | +194.1% | +2,420.6% | +1,602.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 10y: compounded portfolio wealth divided by compounded PSLV 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…
10y analysis · Full analysis span regression · 6 months rolling