+2,502.5%
LITE vs GM
+224.8%
+2,277.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.2% | +13.3% | +11.9% |
| 7D | +12.6% | +0.4% | +12.2% | +12.3% |
| 30D | +9.9% | -1.8% | +11.8% | +10.3% |
| 3M | +9.3% | +2.6% | +6.7% | +7.0% |
| 6M | +75.2% | +14.6% | +60.7% | +62.5% |
| YTD | +165.5% | +6.2% | +159.3% | +152.0% |
| 1Y | +555.0% | +48.7% | +506.3% | +435.8% |
| 3Y | +1,870.5% | +168.3% | +1,702.2% | +1,140.9% |
| 5Y | +1,009.8% | +82.8% | +927.1% | +681.9% |
| 10Y | +2,502.5% | +226.2% | +2,276.3% | +1,279.0% |
| All | +2,502.5% | +224.8% | +2,277.7% | +1,279.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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