+129.4%
LITE vs HRB
+8.1%
+121.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -3.2% | +13.9% | +8.5% |
| 7D | -12.9% | -2.4% | -10.5% | -13.9% |
| 30D | -46.0% | +15.7% | -61.7% | -39.5% |
| 3M | -33.0% | +11.4% | -44.4% | -26.6% |
| 6M | -34.0% | +40.7% | -74.8% | -9.9% |
| YTD | +61.7% | +21.0% | +40.8% | +90.8% |
| All | +129.4% | +8.1% | +121.3% | +169.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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