+1,172.1%
LITE vs WU
-21.7%
+1,193.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.0% | +7.7% | +5.7% |
| 7D | -35.9% | +11.7% | -47.6% | -36.4% |
| 30D | -51.5% | +12.6% | -64.1% | -52.0% |
| 3M | -35.7% | -0.5% | -35.2% | -35.5% |
| 6M | -43.0% | -18.2% | -24.8% | -41.3% |
| YTD | +46.1% | -19.0% | +65.1% | +50.3% |
| 1Y | +124.7% | -16.7% | +141.4% | +128.0% |
| 3Y | +1,172.1% | -21.0% | +1,193.1% | +1,141.9% |
| All | +1,172.1% | -21.7% | +1,193.8% | +1,141.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling