+1,563.7%
LITE vs TRGP
+252.7%
+1,311.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.2% | +4.7% |
| 7D | -1.5% | +0.8% | -2.3% | -2.1% |
| 30D | +6.7% | +11.5% | -4.9% | -1.9% |
| 3M | -6.8% | +9.0% | -15.7% | -13.2% |
| 6M | +29.4% | +20.5% | +8.9% | +11.6% |
| YTD | +139.1% | +59.5% | +79.6% | +66.8% |
| 1Y | +521.0% | +77.9% | +443.1% | +296.9% |
| All | +1,563.7% | +252.7% | +1,311.0% | +848.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling