+2,898.2%
LITE vs SLV
+232.1%
+2,666.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -0.5% | -18.2% | -18.6% |
| 7D | -44.6% | -0.7% | -43.8% | -44.5% |
| 30D | -55.0% | -15.4% | -39.7% | -53.0% |
| 3M | -38.3% | -16.3% | -22.0% | -35.4% |
| 6M | -48.8% | -28.8% | -20.0% | -44.3% |
| YTD | +38.3% | -27.1% | +65.4% | +42.9% |
| 1Y | +119.0% | +7.5% | +111.5% | +106.1% |
| 3Y | +1,092.0% | +121.2% | +970.8% | +864.6% |
| 5Y | +446.1% | +110.0% | +336.1% | +339.8% |
| 10Y | +1,381.7% | +168.8% | +1,212.9% | +962.3% |
| All | +2,898.2% | +232.1% | +2,666.1% | +2,343.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling