+546.2%
LITE vs SU
+208.6%
+337.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -1.9% | +12.6% | +11.4% |
| 7D | -12.9% | -10.6% | -2.3% | -9.1% |
| 30D | -46.0% | -6.6% | -39.3% | -44.4% |
| 3M | -33.0% | +12.9% | -46.0% | -36.0% |
| 6M | -34.0% | +6.7% | -40.8% | -35.7% |
| YTD | +61.7% | +55.2% | +6.5% | +37.5% |
| 1Y | +148.3% | +61.5% | +86.7% | +108.2% |
| 3Y | +1,408.5% | +128.7% | +1,279.8% | +1,044.1% |
| 5Y | +546.2% | +210.8% | +335.3% | +370.9% |
| All | +546.2% | +208.6% | +337.6% | +370.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling