+1,587.5%
LITE vs GNRC
+350.7%
+1,236.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | -0.2% |
| 7D | -13.9% | -13.1% | -0.8% | -7.8% |
| 30D | -46.9% | -19.2% | -27.7% | -41.1% |
| 3M | -28.0% | -11.8% | -16.2% | -23.5% |
| 6M | -35.2% | -32.5% | -2.7% | -22.9% |
| YTD | +58.9% | +33.3% | +25.6% | +43.9% |
| 1Y | +125.3% | +16.0% | +109.3% | +115.5% |
| 3Y | +1,344.4% | +75.5% | +1,268.9% | +1,063.9% |
| 5Y | +541.2% | -58.7% | +599.9% | +729.9% |
| 10Y | +1,587.5% | +351.2% | +1,236.3% | +491.0% |
| All | +1,587.5% | +350.7% | +1,236.8% | +491.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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