+1,172.1%
LITE vs SPXU
-79.5%
+1,251.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.7% | +6.4% | +5.0% |
| 7D | -35.9% | +7.6% | -43.5% | -30.0% |
| 30D | -51.5% | +17.5% | -69.0% | -41.9% |
| 3M | -35.7% | +14.7% | -50.4% | -24.2% |
| 6M | -43.0% | -0.1% | -42.9% | -37.5% |
| YTD | +46.1% | -19.8% | +65.9% | +38.7% |
| 1Y | +124.7% | -23.7% | +148.4% | +110.7% |
| 3Y | +1,172.1% | -79.5% | +1,251.5% | +464.3% |
| All | +1,172.1% | -79.5% | +1,251.5% | +464.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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