+146.1%
LITE vs FRSH
+8.4%
+137.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +4.9% | -8.5% | -2.3% |
| 7D | +22.6% | -0.2% | +22.8% | +22.6% |
| 30D | -36.8% | -8.8% | -27.9% | -38.4% |
| 3M | -33.0% | +8.8% | -41.8% | -29.7% |
| 6M | -37.1% | +49.1% | -86.1% | -27.7% |
| YTD | +69.5% | +3.4% | +66.0% | +87.7% |
| 1Y | +146.1% | +8.8% | +137.3% | +173.5% |
| All | +146.1% | +8.4% | +137.7% | +173.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling