+3,712.1%
LITE vs GNRC
+439.3%
+3,272.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +6.7% | +3.9% | +7.9% |
| 7D | +3.4% | +2.5% | +0.9% | +3.2% |
| 30D | -34.9% | -11.2% | -23.7% | -30.9% |
| 3M | -21.0% | -10.1% | -10.9% | -16.9% |
| 6M | -38.5% | -28.5% | -9.9% | -29.1% |
| YTD | +75.8% | +42.3% | +33.6% | +56.4% |
| 1Y | +156.7% | +22.8% | +133.8% | +141.1% |
| 3Y | +1,498.6% | +87.3% | +1,411.2% | +1,176.7% |
| 5Y | +610.9% | -56.9% | +667.8% | +772.8% |
| 10Y | +1,670.7% | +384.9% | +1,285.8% | +716.1% |
| All | +3,712.1% | +439.3% | +3,272.8% | +1,671.3% |
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