+1,870.5%
LITE vs GNRC
+62.7%
+1,807.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.5% | +9.5% | +10.2% |
| 7D | +12.6% | +4.8% | +7.8% | +9.7% |
| 30D | +9.9% | -10.4% | +20.3% | +17.7% |
| 3M | +9.3% | -28.5% | +37.7% | +32.5% |
| 6M | +75.2% | -6.8% | +82.0% | +84.9% |
| YTD | +165.5% | +39.5% | +126.0% | +128.1% |
| 1Y | +555.0% | +3.4% | +551.6% | +550.2% |
| 3Y | +1,870.5% | +65.1% | +1,805.3% | +1,446.5% |
| All | +1,870.5% | +62.7% | +1,807.8% | +1,446.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling