+901.5%
LITE vs UUUU
+126.1%
+775.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.8% |
| 7D | -1.5% | -1.4% | -0.2% | -1.2% |
| 30D | +6.7% | +16.3% | -9.7% | +2.7% |
| 3M | -6.8% | -16.7% | +9.9% | -3.3% |
| 6M | +29.4% | -33.7% | +63.1% | +39.6% |
| YTD | +139.1% | -0.5% | +139.6% | +133.0% |
| 1Y | +521.0% | +28.9% | +492.1% | +450.7% |
| 3Y | +1,535.3% | +99.9% | +1,435.4% | +1,117.6% |
| All | +901.5% | +126.1% | +775.4% | +617.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling