+1,668.5%
LITE vs SU
+115.9%
+1,552.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.7% | +4.3% |
| 7D | -1.5% | +3.6% | -5.1% | -3.3% |
| 30D | +6.7% | +7.9% | -1.2% | +2.2% |
| 3M | -6.8% | +3.5% | -10.3% | -8.6% |
| 6M | +29.4% | +19.0% | +10.5% | +17.4% |
| YTD | +139.1% | +55.0% | +84.1% | +88.2% |
| 1Y | +521.0% | +71.2% | +449.8% | +366.2% |
| All | +1,668.5% | +115.9% | +1,552.6% | +1,146.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling