+1,670.7%
LITE vs SLV
+166.7%
+1,503.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.4% | +10.3% | +10.6% |
| 7D | +3.4% | -1.1% | +4.5% | +3.8% |
| 30D | -34.9% | -14.2% | -20.7% | -31.9% |
| 3M | -21.0% | -20.3% | -0.7% | -15.5% |
| 6M | -38.5% | -40.2% | +1.7% | -29.3% |
| YTD | +75.8% | -27.6% | +103.4% | +81.9% |
| 1Y | +156.7% | +0.4% | +156.3% | +141.1% |
| 3Y | +1,498.6% | +129.4% | +1,369.2% | +1,106.2% |
| 5Y | +610.9% | +99.8% | +511.1% | +444.1% |
| 10Y | +1,670.7% | +183.2% | +1,487.4% | +1,033.0% |
| All | +1,670.7% | +166.7% | +1,503.9% | +1,033.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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