+1,103.8%
LITE vs URA
+30.2%
+1,073.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -5.3% | -13.4% | -14.6% |
| 7D | -44.6% | -13.3% | -31.3% | -37.5% |
| 30D | -55.0% | -25.9% | -29.1% | -42.8% |
| 3M | -38.3% | -27.8% | -10.5% | -20.1% |
| 6M | -48.8% | -42.8% | -5.9% | -21.7% |
| YTD | +38.3% | -27.5% | +65.8% | +75.6% |
| 1Y | +119.0% | -35.1% | +154.1% | +201.5% |
| All | +1,103.8% | +30.2% | +1,073.6% | +953.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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