+1,563.7%
LITE vs GRMN
+176.7%
+1,387.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | -1.5% | -2.9% | +1.3% | -0.4% |
| 30D | +6.7% | -8.4% | +15.1% | +10.6% |
| 3M | -6.8% | +15.0% | -21.8% | -13.2% |
| 6M | +29.4% | +11.2% | +18.2% | +22.6% |
| YTD | +139.1% | +37.7% | +101.4% | +104.0% |
| 1Y | +521.0% | +18.5% | +502.5% | +465.0% |
| All | +1,563.7% | +176.7% | +1,387.0% | +1,065.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling