+958.4%
LITE vs SOUN
-22.7%
+981.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | -1.5% | -5.2% | +3.7% | -1.1% |
| 30D | +6.7% | +4.8% | +1.8% | +6.2% |
| 3M | -6.8% | -15.9% | +9.1% | -5.4% |
| 6M | +29.4% | -17.4% | +46.8% | +30.8% |
| YTD | +139.1% | -32.4% | +171.5% | +144.4% |
| 1Y | +521.0% | -49.3% | +570.3% | +548.3% |
| 3Y | +1,535.3% | +167.5% | +1,367.8% | +1,421.3% |
| All | +958.4% | -22.7% | +981.1% | +867.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling