+2,614.7%
LITE vs UUUU
+524.5%
+2,090.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.2% |
| 7D | +13.6% | +1.8% | +11.8% | +13.2% |
| 30D | +21.6% | +1.8% | +19.8% | +20.9% |
| 3M | +20.3% | +1.3% | +19.1% | +20.0% |
| 6M | +54.4% | -26.8% | +81.1% | +62.3% |
| YTD | +168.3% | +0.1% | +168.2% | +162.5% |
| 1Y | +551.8% | +11.2% | +540.6% | +508.5% |
| 3Y | +1,891.5% | +97.7% | +1,793.8% | +1,485.3% |
| 5Y | +1,014.7% | +127.3% | +887.4% | +714.2% |
| 10Y | +2,614.7% | +532.6% | +2,082.1% | +1,374.4% |
| All | +2,614.7% | +524.5% | +2,090.3% | +1,374.4% |
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