+129.4%
LITE vs TRGP
+60.7%
+68.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.4% | +7.3% | +8.8% |
| 7D | -12.9% | -7.2% | -5.7% | -9.2% |
| 30D | -46.0% | -4.2% | -41.8% | -43.3% |
| 3M | -33.0% | +7.0% | -40.0% | -32.2% |
| 6M | -34.0% | +11.2% | -45.3% | -34.1% |
| YTD | +61.7% | +51.1% | +10.6% | +41.7% |
| All | +129.4% | +60.7% | +68.7% | +92.7% |
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