+156.7%
LITE vs TRGP
+73.9%
+82.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.7% | +7.0% | +8.5% |
| 7D | +3.4% | +2.4% | +1.0% | +2.5% |
| 30D | -34.9% | +0.8% | -35.7% | -33.7% |
| 3M | -21.0% | +10.4% | -31.4% | -21.9% |
| 6M | -38.5% | +16.3% | -54.7% | -40.4% |
| YTD | +75.8% | +61.1% | +14.7% | +45.8% |
| 1Y | +156.7% | +71.6% | +85.1% | +104.3% |
| All | +156.7% | +73.9% | +82.8% | +104.3% |
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