+5,083.9%
LITE vs SU
+287.6%
+4,796.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.7% | +4.2% |
| 7D | -1.5% | +3.6% | -5.1% | -2.6% |
| 30D | +6.7% | +7.9% | -1.2% | +4.0% |
| 3M | -6.8% | +3.5% | -10.3% | -8.1% |
| 6M | +29.4% | +19.0% | +10.5% | +22.6% |
| YTD | +139.1% | +55.0% | +84.1% | +110.0% |
| 1Y | +521.0% | +71.2% | +449.8% | +432.2% |
| 3Y | +1,535.3% | +117.4% | +1,417.9% | +1,208.4% |
| 5Y | +889.8% | +335.2% | +554.7% | +547.5% |
| 10Y | +2,400.7% | +248.7% | +2,152.0% | +1,618.5% |
| All | +5,083.9% | +287.6% | +4,796.3% | +3,527.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling