+1,533.3%
LITE vs UUUU
+458.0%
+1,075.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +9.8% | +0.9% | +8.6% |
| 7D | -12.9% | -1.1% | -11.8% | -12.4% |
| 30D | -46.0% | -26.6% | -19.4% | -42.0% |
| 3M | -33.0% | -48.3% | +15.3% | -23.2% |
| 6M | -34.0% | -65.8% | +31.8% | -17.9% |
| YTD | +61.7% | -49.7% | +111.5% | +82.8% |
| 1Y | +148.3% | -53.3% | +201.6% | +184.8% |
| 3Y | +1,408.5% | -7.4% | +1,415.9% | +1,300.7% |
| 5Y | +546.2% | -33.4% | +579.5% | +494.9% |
| 10Y | +1,533.3% | +441.5% | +1,091.8% | +870.2% |
| All | +1,533.3% | +458.0% | +1,075.3% | +870.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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