+1,533.3%
LITE vs TRGP
+772.2%
+761.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.4% | +7.3% | +9.7% |
| 7D | -12.9% | -7.2% | -5.7% | -10.8% |
| 30D | -46.0% | -4.2% | -41.8% | -45.0% |
| 3M | -33.0% | +7.0% | -40.0% | -34.0% |
| 6M | -34.0% | +11.2% | -45.3% | -35.8% |
| YTD | +61.7% | +51.1% | +10.6% | +44.5% |
| 1Y | +148.3% | +62.0% | +86.3% | +117.9% |
| 3Y | +1,408.5% | +248.2% | +1,160.3% | +1,032.1% |
| 5Y | +546.2% | +432.4% | +113.8% | +337.6% |
| 10Y | +1,533.3% | +739.5% | +793.8% | +851.1% |
| All | +1,533.3% | +772.2% | +761.1% | +851.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling