+555.0%
LITE vs TRGP
+83.8%
+471.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.5% | +9.6% | +10.5% |
| 7D | +12.6% | -0.6% | +13.2% | +12.8% |
| 30D | +9.9% | +14.6% | -4.6% | +4.1% |
| 3M | +9.3% | +11.9% | -2.7% | +4.1% |
| 6M | +75.2% | +25.3% | +50.0% | +57.5% |
| YTD | +165.5% | +61.9% | +103.6% | +106.2% |
| 1Y | +555.0% | +87.3% | +467.7% | +365.1% |
| All | +555.0% | +83.8% | +471.1% | +365.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling