+872.9%
LITE vs USAR
-26.7%
+899.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -9.5% | -9.2% | -17.4% |
| 7D | -44.6% | -29.5% | -15.1% | -41.8% |
| 30D | -55.0% | -46.0% | -9.0% | -51.4% |
| 3M | -38.3% | -56.8% | +18.4% | -31.8% |
| 6M | -48.8% | -72.9% | +24.2% | -41.1% |
| YTD | +38.3% | -37.6% | +75.9% | +48.9% |
| 1Y | +119.0% | -56.0% | +175.0% | +139.4% |
| 3Y | +1,092.0% | -27.5% | +1,119.5% | +1,061.5% |
| All | +872.9% | -26.7% | +899.6% | +858.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling