+125.3%
LITE vs GNRC
+15.1%
+110.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | +0.7% |
| 7D | -13.9% | -13.1% | -0.8% | -4.8% |
| 30D | -46.9% | -19.2% | -27.7% | -38.4% |
| 3M | -28.0% | -11.8% | -16.2% | -20.5% |
| 6M | -35.2% | -32.5% | -2.7% | -15.5% |
| YTD | +58.9% | +33.3% | +25.6% | +59.9% |
| 1Y | +125.3% | +16.0% | +109.3% | +152.2% |
| All | +125.3% | +15.1% | +110.3% | +152.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling