+1,009.0%
LITE vs FRSH
-72.6%
+1,081.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -4.9% | -5.3% |
| 7D | +10.4% | -11.2% | +21.6% | +12.7% |
| 30D | +14.0% | -0.8% | +14.9% | +13.4% |
| 3M | +9.7% | +26.4% | -16.7% | +2.6% |
| 6M | +39.2% | +48.4% | -9.1% | +24.7% |
| YTD | +153.9% | -3.1% | +157.0% | +147.8% |
| 1Y | +467.5% | -8.7% | +476.2% | +460.7% |
| 3Y | +1,784.2% | -45.8% | +1,830.0% | +1,948.6% |
| All | +1,009.0% | -72.6% | +1,081.6% | +1,041.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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