+232.7%
LITE vs WU
-18.0%
+250.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +5.4% | -13.3% | -6.5% |
| 7D | -31.4% | +8.2% | -39.6% | -30.0% |
| 30D | -42.6% | +8.0% | -50.6% | -41.3% |
| 3M | -26.2% | -6.6% | -19.6% | -25.9% |
| 6M | -35.8% | -23.3% | -12.5% | -37.7% |
| YTD | +70.0% | -22.4% | +92.4% | +69.0% |
| 1Y | +232.7% | -18.0% | +250.7% | +235.8% |
| All | +232.7% | -18.0% | +250.7% | +235.8% |
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