+1,358.0%
LITE vs PFGC
+82.6%
+1,275.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.1% | -5.6% | -4.8% |
| 7D | +10.8% | +3.4% | +7.4% | +9.9% |
| 30D | -33.4% | +16.9% | -50.4% | -36.8% |
| 3M | -32.2% | +6.4% | -38.6% | -33.6% |
| 6M | -42.1% | +16.0% | -58.1% | -46.9% |
| YTD | +61.9% | +23.6% | +38.2% | +40.2% |
| 1Y | +163.0% | +16.6% | +146.4% | +136.6% |
| 3Y | +1,358.0% | +82.3% | +1,275.7% | +793.5% |
| All | +1,358.0% | +82.6% | +1,275.4% | +793.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 3y: compounded portfolio wealth divided by compounded PFGC 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…
3y analysis · Full analysis span regression · 6 months rolling