+1,172.1%
LITE vs SOUN
+114.1%
+1,058.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.5% | +9.2% | +6.2% |
| 7D | -35.9% | -2.6% | -33.3% | -35.7% |
| 30D | -51.5% | -27.0% | -24.5% | -49.1% |
| 3M | -35.7% | -41.9% | +6.2% | -30.3% |
| 6M | -43.0% | -56.1% | +13.2% | -35.8% |
| YTD | +46.1% | -58.8% | +104.9% | +63.5% |
| 1Y | +124.7% | -71.1% | +195.8% | +164.8% |
| 3Y | +1,172.1% | +130.9% | +1,041.2% | +1,098.7% |
| All | +1,172.1% | +114.1% | +1,058.0% | +1,098.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling