+2,614.7%
LITE vs GPN
+21.6%
+2,593.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +2.2% |
| 7D | +13.6% | -6.2% | +19.8% | +16.6% |
| 30D | +21.6% | +1.0% | +20.5% | +20.2% |
| 3M | +20.3% | +36.9% | -16.5% | +1.2% |
| 6M | +54.4% | +16.8% | +37.6% | +38.6% |
| YTD | +168.3% | +13.2% | +155.1% | +139.7% |
| 1Y | +551.8% | +1.4% | +550.4% | +506.9% |
| 3Y | +1,891.5% | -28.6% | +1,920.2% | +2,071.5% |
| 5Y | +1,014.7% | -47.0% | +1,061.7% | +1,269.6% |
| 10Y | +2,614.7% | +25.2% | +2,589.6% | +1,525.9% |
| All | +2,614.7% | +21.6% | +2,593.1% | +1,525.9% |
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