+1,870.5%
LITE vs MRSH
-3.1%
+1,873.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.8% | +13.8% | +9.1% |
| 7D | +12.6% | -3.8% | +16.4% | +9.9% |
| 30D | +9.9% | -5.8% | +15.7% | +6.2% |
| 3M | +9.3% | +11.7% | -2.4% | +18.1% |
| 6M | +75.2% | -0.3% | +75.6% | +82.7% |
| YTD | +165.5% | -1.1% | +166.6% | +178.2% |
| 1Y | +555.0% | -9.5% | +564.4% | +590.1% |
| 3Y | +1,870.5% | -2.6% | +1,873.0% | +1,841.3% |
| All | +1,870.5% | -3.1% | +1,873.5% | +1,841.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MRSH 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling