+1,533.3%
LITE vs TRI
+225.4%
+1,307.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -3.8% | +14.5% | +10.7% |
| 7D | -12.9% | -11.4% | -1.5% | -12.7% |
| 30D | -46.0% | +4.9% | -50.9% | -46.4% |
| 3M | -33.0% | +7.0% | -40.1% | -34.0% |
| 6M | -34.0% | +18.2% | -52.2% | -37.0% |
| YTD | +61.7% | -14.8% | +76.5% | +70.2% |
| 1Y | +148.3% | -18.0% | +166.2% | +165.3% |
| 3Y | +1,408.5% | -12.0% | +1,420.5% | +1,353.5% |
| 5Y | +546.2% | -0.8% | +547.0% | +468.5% |
| 10Y | +1,533.3% | +220.1% | +1,313.2% | +780.3% |
| All | +1,533.3% | +225.4% | +1,307.9% | +780.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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