+1,493.1%
LITE vs GPN
+39.9%
+1,453.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.2% | -8.7% | -6.2% |
| 7D | +10.8% | -5.6% | +16.4% | +12.8% |
| 30D | -33.4% | +13.6% | -47.0% | -38.1% |
| 3M | -32.2% | -2.8% | -29.4% | -33.2% |
| 6M | -42.1% | +38.1% | -80.2% | -52.5% |
| YTD | +61.9% | +19.9% | +41.9% | +37.9% |
| 1Y | +163.0% | +23.4% | +139.6% | +119.9% |
| 3Y | +1,358.0% | -12.6% | +1,370.7% | +1,299.8% |
| 5Y | +549.9% | -26.6% | +576.5% | +553.7% |
| All | +1,493.1% | +39.9% | +1,453.2% | +676.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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