+270.6%
LITE vs SOLS
+25.7%
+244.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.0% |
| 7D | +10.8% | +14.0% | -3.2% | +0.3% |
| 30D | -33.4% | +10.0% | -43.4% | -37.0% |
| 3M | -32.2% | +5.8% | -38.0% | -34.2% |
| 6M | -42.1% | -25.2% | -16.9% | -29.6% |
| YTD | +61.9% | +36.5% | +25.3% | +33.0% |
| 1Y | +163.0% | +45.0% | +117.9% | +105.2% |
| All | +270.6% | +25.7% | +244.8% | +201.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 5y: compounded portfolio wealth divided by compounded SOLS 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…
5y analysis · Full analysis span regression · 6 months rolling