+1,009.8%
LITE vs GPN
-41.5%
+1,051.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.4% | +14.4% | +12.0% |
| 7D | +12.6% | -0.7% | +13.3% | +12.7% |
| 30D | +9.9% | +3.8% | +6.1% | +8.2% |
| 3M | +9.3% | +39.2% | -29.9% | -3.6% |
| 6M | +75.2% | +17.9% | +57.4% | +62.6% |
| YTD | +165.5% | +16.4% | +149.1% | +144.6% |
| 1Y | +555.0% | +3.6% | +551.3% | +525.6% |
| 3Y | +1,870.5% | -26.7% | +1,897.1% | +2,015.3% |
| 5Y | +1,009.8% | -44.8% | +1,054.6% | +1,151.9% |
| All | +1,009.8% | -41.5% | +1,051.3% | +1,151.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling