+163.0%
LITE vs UUUU
-58.2%
+221.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.1% | -3.9% |
| 7D | +10.8% | -1.1% | +11.8% | +11.5% |
| 30D | -33.4% | -21.0% | -12.5% | -25.1% |
| 3M | -32.2% | -54.8% | +22.6% | -5.1% |
| 6M | -42.1% | -67.3% | +25.2% | -11.3% |
| YTD | +61.9% | -54.7% | +116.5% | +97.4% |
| 1Y | +163.0% | -57.4% | +220.4% | +232.0% |
| All | +163.0% | -58.2% | +221.2% | +232.0% |
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