+1,563.7%
LITE vs USAR
+73.0%
+1,490.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +4.0% |
| 7D | -1.5% | -2.1% | +0.6% | -1.3% |
| 30D | +6.7% | +2.6% | +4.0% | +6.3% |
| 3M | -6.8% | -35.0% | +28.3% | -3.4% |
| 6M | +29.4% | -6.9% | +36.3% | +30.2% |
| YTD | +139.1% | +48.0% | +91.1% | +132.1% |
| 1Y | +521.0% | +24.8% | +496.2% | +501.8% |
| All | +1,563.7% | +73.0% | +1,490.7% | +1,365.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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