+146.1%
LITE vs TPG
-12.3%
+158.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.9% | -1.7% | -3.3% |
| 7D | +22.6% | +4.2% | +18.4% | +22.0% |
| 30D | -36.8% | +13.5% | -50.3% | -37.1% |
| 3M | -33.0% | -3.3% | -29.7% | -32.8% |
| 6M | -37.1% | +11.8% | -48.8% | -38.6% |
| YTD | +69.5% | -20.9% | +90.3% | +69.4% |
| 1Y | +146.1% | -13.1% | +159.2% | +145.1% |
| All | +146.1% | -12.3% | +158.5% | +145.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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