+1,493.1%
LITE vs WU
-38.9%
+1,532.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.4% | -5.8% | -4.9% |
| 7D | +10.8% | -2.0% | +12.8% | +11.3% |
| 30D | -33.4% | +11.4% | -44.8% | -36.8% |
| 3M | -32.2% | -6.8% | -25.4% | -31.8% |
| 6M | -42.1% | -14.6% | -27.5% | -41.0% |
| YTD | +61.9% | -20.6% | +82.5% | +68.6% |
| 1Y | +163.0% | -15.4% | +178.4% | +165.2% |
| 3Y | +1,358.0% | -23.6% | +1,381.6% | +1,392.2% |
| 5Y | +549.9% | -43.4% | +593.3% | +646.4% |
| All | +1,493.1% | -38.9% | +1,532.0% | +1,498.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling