+1,618.0%
LITE vs SYY
+88.5%
+1,529.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.0% | +8.7% | +10.1% |
| 7D | -12.9% | -4.1% | -8.8% | -11.9% |
| 30D | -46.0% | +0.3% | -46.3% | -46.2% |
| 3M | -33.0% | -6.3% | -26.7% | -32.0% |
| 6M | -34.0% | +9.7% | -43.7% | -36.7% |
| YTD | +61.7% | +9.4% | +52.3% | +55.2% |
| 1Y | +148.3% | +7.3% | +141.0% | +139.4% |
| 3Y | +1,408.5% | +27.6% | +1,380.9% | +1,248.7% |
| 5Y | +546.2% | +12.5% | +533.6% | +500.7% |
| All | +1,618.0% | +88.5% | +1,529.5% | +1,198.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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