+124.7%
LITE vs SUI
-0.1%
+124.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.1% | +4.0% |
| 7D | -35.9% | +6.2% | -42.2% | -30.5% |
| 30D | -51.5% | +8.6% | -60.1% | -46.0% |
| 3M | -35.7% | +1.0% | -36.7% | -31.9% |
| 6M | -43.0% | -2.6% | -40.4% | -39.6% |
| YTD | +46.1% | -0.1% | +46.3% | +50.1% |
| 1Y | +124.7% | +0.5% | +124.2% | +123.4% |
| All | +124.7% | -0.1% | +124.8% | +123.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling