+2,614.7%
LITE vs SU
+259.2%
+2,355.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.5% |
| 7D | +13.6% | +1.6% | +12.0% | +13.1% |
| 30D | +21.6% | +10.7% | +10.8% | +17.6% |
| 3M | +20.3% | +13.5% | +6.8% | +14.9% |
| 6M | +54.4% | +21.8% | +32.5% | +44.2% |
| YTD | +168.3% | +58.8% | +109.5% | +130.8% |
| 1Y | +551.8% | +72.0% | +479.8% | +448.8% |
| 3Y | +1,891.5% | +121.7% | +1,769.8% | +1,445.4% |
| 5Y | +1,014.7% | +350.4% | +664.3% | +582.4% |
| 10Y | +2,614.7% | +264.7% | +2,350.1% | +1,686.9% |
| All | +2,614.7% | +259.2% | +2,355.5% | +1,686.9% |
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