+2,502.5%
LITE vs TRGP
+843.4%
+1,659.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.5% | +9.6% | +10.6% |
| 7D | +12.6% | -0.6% | +13.2% | +12.8% |
| 30D | +9.9% | +14.6% | -4.6% | +5.6% |
| 3M | +9.3% | +11.9% | -2.7% | +5.5% |
| 6M | +75.2% | +25.3% | +50.0% | +63.7% |
| YTD | +165.5% | +61.9% | +103.6% | +131.2% |
| 1Y | +555.0% | +87.3% | +467.7% | +448.7% |
| 3Y | +1,870.5% | +268.0% | +1,602.5% | +1,340.7% |
| 5Y | +1,009.8% | +638.2% | +371.6% | +591.3% |
| 10Y | +2,502.5% | +821.9% | +1,680.6% | +1,275.5% |
| All | +2,502.5% | +843.4% | +1,659.1% | +1,275.5% |
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