-23.9%
LITE vs SUNB
+13.4%
-37.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.9% | +4.7% | +7.4% |
| 7D | -12.9% | -2.6% | -10.3% | -11.4% |
| 30D | -46.0% | +8.6% | -54.6% | -47.4% |
| 3M | -33.0% | +1.1% | -34.1% | -33.1% |
| 6M | -34.0% | +13.1% | -47.2% | -36.6% |
| All | -23.9% | +13.4% | -37.3% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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