+163.0%
LITE vs GRMN
+44.3%
+118.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -4.4% |
| 7D | +10.8% | -0.9% | +11.7% | +11.0% |
| 30D | -33.4% | +1.2% | -34.6% | -33.4% |
| 3M | -32.2% | -8.9% | -23.3% | -31.3% |
| 6M | -42.1% | +23.0% | -65.1% | -44.4% |
| YTD | +61.9% | +41.2% | +20.6% | +52.0% |
| 1Y | +163.0% | +47.5% | +115.5% | +131.9% |
| All | +163.0% | +44.3% | +118.7% | +131.9% |
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