+129.4%
LITE vs UUUU
-55.4%
+184.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +9.8% | +0.9% | +6.1% |
| 7D | -12.9% | -1.1% | -11.8% | -11.9% |
| 30D | -46.0% | -26.6% | -19.4% | -37.6% |
| 3M | -33.0% | -48.3% | +15.3% | -11.7% |
| 6M | -34.0% | -65.8% | +31.8% | -1.5% |
| YTD | +61.7% | -49.7% | +111.5% | +85.3% |
| All | +129.4% | -55.4% | +184.8% | +187.6% |
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