+2,502.5%
LITE vs TRI
+190.0%
+2,312.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -6.5% | +17.5% | +11.6% |
| 7D | +12.6% | -7.1% | +19.7% | +13.2% |
| 30D | +9.9% | -2.3% | +12.3% | +9.5% |
| 3M | +9.3% | +19.6% | -10.3% | +3.4% |
| 6M | +75.2% | -8.7% | +83.9% | +76.9% |
| YTD | +165.5% | -22.3% | +187.7% | +182.3% |
| 1Y | +555.0% | -40.7% | +595.6% | +689.2% |
| 3Y | +1,870.5% | -17.8% | +1,888.2% | +1,784.5% |
| 5Y | +1,009.8% | -8.5% | +1,018.3% | +873.2% |
| 10Y | +2,502.5% | +192.6% | +2,309.9% | +986.2% |
| All | +2,502.5% | +190.0% | +2,312.5% | +986.2% |
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