+1,499.9%
LITE vs SU
+226.3%
+1,273.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -1.9% |
| 7D | -13.9% | -10.2% | -3.7% | -10.7% |
| 30D | -46.9% | -6.2% | -40.7% | -45.7% |
| 3M | -28.0% | +8.7% | -36.7% | -29.9% |
| 6M | -35.2% | +7.2% | -42.4% | -36.9% |
| YTD | +58.9% | +55.9% | +2.9% | +37.5% |
| 1Y | +125.3% | +60.4% | +64.9% | +93.4% |
| 3Y | +1,344.4% | +125.2% | +1,219.2% | +1,020.9% |
| 5Y | +541.2% | +216.7% | +324.4% | +338.4% |
| All | +1,499.9% | +226.3% | +1,273.6% | +1,041.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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