+3,068.2%
LITE vs GNRC
+391.5%
+2,676.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.1% | +4.6% |
| 7D | -35.9% | -10.7% | -25.2% | -32.6% |
| 30D | -51.5% | -20.1% | -31.4% | -46.3% |
| 3M | -35.7% | -16.3% | -19.4% | -30.5% |
| 6M | -43.0% | -33.9% | -9.1% | -32.2% |
| YTD | +46.1% | +29.6% | +16.5% | +34.7% |
| 1Y | +124.7% | +14.9% | +109.8% | +116.6% |
| 3Y | +1,172.1% | +72.5% | +1,099.5% | +949.5% |
| 5Y | +477.0% | -60.1% | +537.1% | +629.2% |
| 10Y | +1,465.7% | +375.3% | +1,090.3% | +637.4% |
| All | +3,068.2% | +391.5% | +2,676.7% | +1,425.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling