+1,870.5%
LITE vs TPG
+98.7%
+1,771.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.3% | +14.3% | +13.0% |
| 7D | +12.6% | -2.9% | +15.5% | +14.2% |
| 30D | +9.9% | +5.0% | +4.9% | +4.7% |
| 3M | +9.3% | +24.9% | -15.6% | -7.9% |
| 6M | +75.2% | +21.1% | +54.1% | +49.3% |
| YTD | +165.5% | -17.3% | +182.7% | +190.6% |
| 1Y | +555.0% | -9.8% | +564.8% | +562.0% |
| 3Y | +1,870.5% | +95.4% | +1,775.1% | +997.6% |
| All | +1,870.5% | +98.7% | +1,771.7% | +997.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling