+1,103.8%
LITE vs SUI
+16.8%
+1,087.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | +0.7% | -19.4% | -18.6% |
| 7D | -44.6% | +8.8% | -53.3% | -43.7% |
| 30D | -55.0% | +8.9% | -64.0% | -54.4% |
| 3M | -38.3% | +2.0% | -40.3% | -37.5% |
| 6M | -48.8% | -0.6% | -48.1% | -48.0% |
| YTD | +38.3% | +1.3% | +36.9% | +39.0% |
| 1Y | +119.0% | +1.3% | +117.7% | +120.3% |
| All | +1,103.8% | +16.8% | +1,087.0% | +923.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling