+2,405.2%
LITE vs SQQQ
-100.0%
+2,505.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +3.3% | -8.6% | -3.9% |
| 7D | +10.4% | +4.1% | +6.4% | +12.5% |
| 30D | +14.0% | +4.6% | +9.4% | +17.2% |
| 3M | +9.7% | -10.4% | +20.1% | +11.2% |
| 6M | +39.2% | -42.1% | +81.3% | +21.2% |
| YTD | +153.9% | -40.3% | +194.2% | +127.3% |
| 1Y | +467.5% | -50.2% | +517.7% | +392.6% |
| 3Y | +1,784.2% | -89.4% | +1,873.6% | +1,078.6% |
| 5Y | +990.3% | -94.7% | +1,085.0% | +611.7% |
| All | +2,405.2% | -100.0% | +2,505.2% | +176.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SQQQ.
Daily Out/Under-Performance
Portfolio return minus SQQQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SQQQ 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 SQQQ 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