+3,068.2%
LITE vs GPN
+94.7%
+2,973.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.5% | +3.1% | +4.7% |
| 7D | -35.9% | +0.6% | -36.5% | -36.1% |
| 30D | -51.5% | +20.1% | -71.7% | -55.4% |
| 3M | -35.7% | +11.4% | -47.1% | -39.8% |
| 6M | -43.0% | +40.8% | -83.8% | -52.7% |
| YTD | +46.1% | +27.1% | +19.0% | +23.8% |
| 1Y | +124.7% | +29.2% | +95.5% | +88.4% |
| 3Y | +1,172.1% | -9.4% | +1,181.4% | +1,119.1% |
| 5Y | +477.0% | -25.1% | +502.1% | +483.1% |
| 10Y | +1,465.7% | +46.1% | +1,419.6% | +1,109.6% |
| All | +3,068.2% | +94.7% | +2,973.4% | +2,558.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling