+1,025.1%
LITE vs GRAB
-72.7%
+1,097.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -5.0% | +16.0% | +12.0% |
| 7D | +12.6% | -6.1% | +18.7% | +13.8% |
| 30D | +9.9% | -11.2% | +21.1% | +12.2% |
| 3M | +9.3% | -2.4% | +11.7% | +9.1% |
| 6M | +75.2% | -18.3% | +93.6% | +81.3% |
| YTD | +165.5% | -34.9% | +200.4% | +186.9% |
| 1Y | +555.0% | -37.4% | +592.4% | +615.6% |
| 3Y | +1,870.5% | -12.6% | +1,883.1% | +1,919.7% |
| 5Y | +1,009.8% | -69.7% | +1,079.6% | +1,043.3% |
| All | +1,025.1% | -72.7% | +1,097.8% | +1,117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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