+1,014.7%
LITE vs SQQQ
-94.6%
+1,109.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +1.5% |
| 7D | +13.6% | -2.7% | +16.3% | +12.1% |
| 30D | +21.6% | +2.4% | +19.2% | +23.7% |
| 3M | +20.3% | -8.0% | +28.3% | +23.3% |
| 6M | +54.4% | -43.9% | +98.3% | +31.3% |
| YTD | +168.3% | -42.2% | +210.5% | +134.8% |
| 1Y | +551.8% | -51.8% | +603.6% | +452.8% |
| 3Y | +1,891.5% | -89.7% | +1,981.2% | +1,158.0% |
| 5Y | +1,014.7% | -94.7% | +1,109.4% | +645.8% |
| All | +1,014.7% | -94.6% | +1,109.4% | +645.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling