+1,075.3%
LITE vs SOUN
-24.7%
+1,099.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.5% | +13.6% | +11.3% |
| 7D | +12.6% | -4.1% | +16.7% | +13.0% |
| 30D | +9.9% | -18.1% | +28.0% | +11.8% |
| 3M | +9.3% | -12.3% | +21.6% | +10.5% |
| 6M | +75.2% | -18.6% | +93.8% | +77.2% |
| YTD | +165.5% | -34.1% | +199.6% | +172.0% |
| 1Y | +555.0% | -57.0% | +612.0% | +592.4% |
| 3Y | +1,870.5% | +185.7% | +1,684.8% | +1,731.9% |
| All | +1,075.3% | -24.7% | +1,099.9% | +976.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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