+901.5%
LITE vs HRB
+126.2%
+775.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -4.0% | +8.0% | +3.6% |
| 7D | -1.5% | -5.7% | +4.1% | -2.1% |
| 30D | +6.7% | +7.9% | -1.2% | +7.4% |
| 3M | -6.8% | +32.1% | -38.9% | -3.7% |
| 6M | +29.4% | +62.2% | -32.8% | +34.6% |
| YTD | +139.1% | +16.4% | +122.7% | +156.4% |
| 1Y | +521.0% | -0.3% | +521.3% | +581.5% |
| 3Y | +1,535.3% | +36.0% | +1,499.3% | +1,542.0% |
| All | +901.5% | +126.2% | +775.3% | +822.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling