+562.5%
LITE vs SPXU
-83.3%
+645.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.7% | -3.7% |
| 7D | +10.8% | -7.6% | +18.3% | +6.3% |
| 30D | -33.4% | +5.3% | -38.8% | -28.7% |
| 3M | -32.2% | +9.6% | -41.9% | -25.1% |
| 6M | -42.1% | -4.5% | -37.6% | -39.2% |
| YTD | +61.9% | -25.9% | +87.7% | +51.4% |
| 1Y | +163.0% | -28.9% | +191.9% | +144.2% |
| 3Y | +1,358.0% | -80.5% | +1,438.5% | +831.3% |
| All | +562.5% | -83.3% | +645.7% | +391.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling