+1,568.0%
LITE vs UUUU
+377.1%
+1,190.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.6% | 0.0% | -2.8% |
| 7D | +22.6% | +1.4% | +21.2% | +22.3% |
| 30D | -36.8% | -27.9% | -8.8% | -31.8% |
| 3M | -33.0% | -53.8% | +20.8% | -21.2% |
| 6M | -37.1% | -68.1% | +31.1% | -20.5% |
| YTD | +69.5% | -54.1% | +123.5% | +95.3% |
| 1Y | +146.1% | -57.8% | +203.9% | +188.2% |
| 3Y | +1,440.8% | -15.4% | +1,456.3% | +1,357.9% |
| 5Y | +580.4% | -39.2% | +619.7% | +538.6% |
| All | +1,568.0% | +377.1% | +1,190.8% | +855.1% |
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