+901.5%
LITE vs GRMN
+75.1%
+826.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | -1.5% | -2.9% | +1.3% | -0.2% |
| 30D | +6.7% | -8.4% | +15.1% | +11.2% |
| 3M | -6.8% | +15.0% | -21.8% | -14.3% |
| 6M | +29.4% | +11.2% | +18.2% | +21.3% |
| YTD | +139.1% | +37.7% | +101.4% | +99.4% |
| 1Y | +521.0% | +18.5% | +502.5% | +456.3% |
| 3Y | +1,535.3% | +175.8% | +1,359.5% | +840.6% |
| All | +901.5% | +75.1% | +826.4% | +510.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling