+544.9%
LITE vs UUUU
+17.9%
+527.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.0% | +10.0% | +10.8% |
| 7D | +12.6% | +2.8% | +9.8% | +11.8% |
| 30D | +9.9% | +3.4% | +6.5% | +8.7% |
| 3M | +9.3% | -3.9% | +13.2% | +9.0% |
| 6M | +75.2% | -23.2% | +98.4% | +81.0% |
| YTD | +165.5% | +0.6% | +164.9% | +168.6% |
| All | +544.9% | +17.9% | +527.0% | +535.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling