+2,614.7%
LITE vs MTCH
+188.8%
+2,426.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.9% |
| 7D | +13.6% | -2.4% | +16.0% | +14.4% |
| 30D | +21.6% | +12.8% | +8.8% | +16.5% |
| 3M | +20.3% | +20.0% | +0.4% | +12.3% |
| 6M | +54.4% | +34.7% | +19.6% | +38.1% |
| YTD | +168.3% | +30.6% | +137.8% | +141.5% |
| 1Y | +551.8% | +10.9% | +540.9% | +519.4% |
| 3Y | +1,891.5% | -2.0% | +1,893.5% | +1,808.8% |
| 5Y | +1,014.7% | -72.6% | +1,087.4% | +1,359.7% |
| 10Y | +2,614.7% | +197.9% | +2,416.9% | +1,447.1% |
| All | +2,614.7% | +188.8% | +2,426.0% | +1,447.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 10y: compounded portfolio wealth divided by compounded MTCH 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…
10y analysis · Full analysis span regression · 6 months rolling