+1,493.1%
LITE vs GRMN
+628.7%
+864.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -3.9% |
| 7D | +10.8% | -0.9% | +11.7% | +11.6% |
| 30D | -33.4% | +1.2% | -34.6% | -34.3% |
| 3M | -32.2% | -8.9% | -23.3% | -29.2% |
| 6M | -42.1% | +23.0% | -65.1% | -50.5% |
| YTD | +61.9% | +41.2% | +20.6% | +26.1% |
| 1Y | +163.0% | +47.5% | +115.5% | +99.7% |
| 3Y | +1,358.0% | +155.8% | +1,202.3% | +643.0% |
| 5Y | +549.9% | +120.2% | +429.7% | +260.4% |
| All | +1,493.1% | +628.7% | +864.4% | +290.8% |
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