+490.8%
LITE vs UUUU
-36.6%
+527.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.1% | +4.6% | +5.4% |
| 7D | -35.9% | -13.6% | -22.3% | -33.0% |
| 30D | -51.5% | -35.1% | -16.4% | -45.4% |
| 3M | -35.7% | -48.4% | +12.6% | -23.8% |
| 6M | -43.0% | -71.7% | +28.7% | -22.6% |
| YTD | +46.1% | -54.2% | +100.3% | +73.6% |
| 1Y | +124.7% | -56.0% | +180.7% | +169.6% |
| 3Y | +1,172.1% | -13.1% | +1,185.1% | +1,042.9% |
| All | +490.8% | -36.6% | +527.4% | +412.3% |
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