+1,870.5%
LITE vs SQQQ
-89.9%
+1,960.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.3% | +10.7% | +11.3% |
| 7D | +12.6% | -4.2% | +16.8% | +9.4% |
| 30D | +9.9% | +2.4% | +7.5% | +12.7% |
| 3M | +9.3% | -5.7% | +15.0% | +14.2% |
| 6M | +75.2% | -46.6% | +121.8% | +33.1% |
| YTD | +165.5% | -42.7% | +208.2% | +114.4% |
| 1Y | +555.0% | -52.6% | +607.6% | +400.3% |
| 3Y | +1,870.5% | -89.8% | +1,960.3% | +831.8% |
| All | +1,870.5% | -89.9% | +1,960.3% | +831.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling