+232.7%
LITE vs GRMN
+40.7%
+192.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +6.5% | -14.4% | -8.2% |
| 7D | -31.4% | +6.1% | -37.5% | -31.6% |
| 30D | -42.6% | +1.3% | -43.9% | -42.6% |
| 3M | -26.2% | -5.6% | -20.7% | -25.4% |
| 6M | -35.8% | +22.2% | -58.0% | -38.2% |
| YTD | +70.0% | +44.3% | +25.8% | +53.0% |
| 1Y | +232.7% | +43.1% | +189.7% | +211.1% |
| All | +232.7% | +40.7% | +192.1% | +211.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 1y: compounded portfolio wealth divided by compounded GRMN 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…
1y analysis · Full analysis span regression · 6 months rolling