+521.0%
LITE vs WU
-8.3%
+529.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.0% | +5.0% | +4.0% |
| 7D | -1.5% | -0.8% | -0.7% | -1.6% |
| 30D | +6.7% | -1.1% | +7.8% | +6.6% |
| 3M | -6.8% | -3.9% | -2.9% | -8.7% |
| 6M | +29.4% | -20.7% | +50.1% | +28.3% |
| YTD | +139.1% | -18.4% | +157.4% | +137.7% |
| 1Y | +521.0% | -8.1% | +529.1% | +456.8% |
| All | +521.0% | -8.3% | +529.3% | +456.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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