+2,614.7%
LITE vs GNRC
+425.3%
+2,189.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.0% | +1.9% |
| 7D | +13.6% | +3.2% | +10.4% | +12.2% |
| 30D | +21.6% | -9.5% | +31.1% | +27.2% |
| 3M | +20.3% | -28.5% | +48.9% | +39.2% |
| 6M | +54.4% | -10.0% | +64.3% | +63.1% |
| YTD | +168.3% | +36.7% | +131.6% | +139.7% |
| 1Y | +551.8% | +2.6% | +549.2% | +547.8% |
| 3Y | +1,891.5% | +61.9% | +1,829.6% | +1,536.2% |
| 5Y | +1,014.7% | -59.0% | +1,073.8% | +1,323.3% |
| 10Y | +2,614.7% | +444.8% | +2,170.0% | +838.5% |
| All | +2,614.7% | +425.3% | +2,189.4% | +838.5% |
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