+5,083.9%
LITE vs SLV
+323.4%
+4,760.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.2% | +4.3% |
| 7D | -1.5% | -0.3% | -1.2% | -1.5% |
| 30D | +6.7% | +6.7% | 0.0% | +5.1% |
| 3M | -6.8% | -10.7% | +3.9% | -4.3% |
| 6M | +29.4% | -20.6% | +50.0% | +35.8% |
| YTD | +139.1% | -7.1% | +146.2% | +132.3% |
| 1Y | +521.0% | +62.0% | +459.0% | +428.7% |
| 3Y | +1,535.3% | +169.8% | +1,365.5% | +1,153.0% |
| 5Y | +889.8% | +161.5% | +728.4% | +651.7% |
| 10Y | +2,400.7% | +224.4% | +2,176.3% | +1,566.6% |
| All | +5,083.9% | +323.4% | +4,760.5% | +3,873.6% |
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