+232.7%
LITE vs SBAC
+2.4%
+230.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +5.8% | -13.7% | -7.4% |
| 7D | -31.4% | +5.8% | -37.2% | -31.1% |
| 30D | -42.6% | +20.8% | -63.4% | -42.1% |
| 3M | -26.2% | +4.8% | -31.0% | -26.0% |
| 6M | -35.8% | -9.1% | -26.7% | -33.8% |
| YTD | +70.0% | +3.1% | +67.0% | +75.1% |
| 1Y | +232.7% | +2.2% | +230.6% | +247.4% |
| All | +232.7% | +2.4% | +230.4% | +247.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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