+2,614.7%
LITE vs SHAK
+77.6%
+2,537.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.5% | +7.6% | +3.0% |
| 7D | +13.6% | -7.2% | +20.8% | +15.8% |
| 30D | +21.6% | -11.8% | +33.4% | +25.8% |
| 3M | +20.3% | +17.2% | +3.2% | +12.8% |
| 6M | +54.4% | -34.1% | +88.5% | +68.4% |
| YTD | +168.3% | -22.4% | +190.7% | +176.4% |
| 1Y | +551.8% | -35.9% | +587.7% | +609.1% |
| 3Y | +1,891.5% | -3.4% | +1,894.9% | +1,752.3% |
| 5Y | +1,014.7% | -25.4% | +1,040.1% | +959.0% |
| 10Y | +2,614.7% | +83.4% | +2,531.3% | +1,631.8% |
| All | +2,614.7% | +77.6% | +2,537.1% | +1,631.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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