+5,083.9%
LITE vs SUI
+148.2%
+4,935.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.1% |
| 7D | -1.5% | -2.8% | +1.3% | -0.6% |
| 30D | +6.7% | -1.2% | +7.8% | +7.1% |
| 3M | -6.8% | -1.7% | -5.0% | -7.2% |
| 6M | +29.4% | -10.5% | +39.9% | +33.3% |
| YTD | +139.1% | -1.8% | +140.9% | +136.4% |
| 1Y | +521.0% | -4.1% | +525.1% | +517.7% |
| 3Y | +1,535.3% | +11.3% | +1,524.0% | +1,387.7% |
| 5Y | +889.8% | -32.1% | +921.9% | +997.4% |
| 10Y | +2,400.7% | +110.4% | +2,290.3% | +1,673.1% |
| All | +5,083.9% | +148.2% | +4,935.6% | +3,456.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling