+1,670.7%
LITE vs GRMN
+665.4%
+1,005.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.8% | +8.8% | +9.7% |
| 7D | +3.4% | +1.7% | +1.7% | +2.8% |
| 30D | -34.9% | +10.2% | -45.1% | -38.8% |
| 3M | -21.0% | -4.7% | -16.3% | -19.6% |
| 6M | -38.5% | +22.3% | -60.7% | -47.1% |
| YTD | +75.8% | +46.7% | +29.2% | +34.1% |
| 1Y | +156.7% | +49.6% | +107.0% | +93.8% |
| 3Y | +1,498.6% | +165.3% | +1,333.3% | +698.6% |
| 5Y | +610.9% | +130.3% | +480.6% | +284.1% |
| 10Y | +1,670.7% | +658.0% | +1,012.7% | +311.5% |
| All | +1,670.7% | +665.4% | +1,005.3% | +311.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling