+551.8%
LITE vs FRSH
-9.1%
+560.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +0.6% |
| 7D | +13.6% | -9.6% | +23.2% | +10.4% |
| 30D | +21.6% | -0.4% | +22.0% | +22.3% |
| 3M | +20.3% | +27.2% | -6.8% | +28.8% |
| 6M | +54.4% | +42.2% | +12.2% | +70.2% |
| YTD | +168.3% | -2.6% | +170.9% | +193.8% |
| 1Y | +551.8% | -10.2% | +562.0% | +583.7% |
| All | +551.8% | -9.1% | +560.9% | +583.7% |
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