+1,321.8%
LITE vs SUI
+118.9%
+1,202.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | +0.7% | -19.4% | -18.9% |
| 7D | -44.6% | +8.8% | -53.3% | -46.2% |
| 30D | -55.0% | +8.9% | -64.0% | -56.7% |
| 3M | -38.3% | +2.0% | -40.3% | -39.4% |
| 6M | -48.8% | -0.6% | -48.1% | -49.7% |
| YTD | +38.3% | +1.3% | +36.9% | +33.8% |
| 1Y | +119.0% | +1.3% | +117.7% | +112.1% |
| 3Y | +1,092.0% | +16.3% | +1,075.7% | +953.9% |
| 5Y | +446.1% | -25.1% | +471.1% | +477.8% |
| All | +1,321.8% | +118.9% | +1,202.8% | +807.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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