+1,103.8%
LITE vs SLV
+121.2%
+982.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -0.5% | -18.2% | -18.5% |
| 7D | -44.6% | -0.7% | -43.8% | -44.5% |
| 30D | -55.0% | -15.4% | -39.7% | -52.3% |
| 3M | -38.3% | -16.3% | -22.0% | -34.3% |
| 6M | -48.8% | -28.8% | -20.0% | -42.8% |
| YTD | +38.3% | -27.1% | +65.4% | +36.2% |
| 1Y | +119.0% | +7.5% | +111.5% | +79.7% |
| All | +1,103.8% | +121.2% | +982.7% | +638.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling