+1,493.1%
LITE vs TRMB
+102.3%
+1,390.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.1% | -4.3% |
| 7D | +10.8% | +2.8% | +7.9% | +9.1% |
| 30D | -33.4% | -5.9% | -27.6% | -31.6% |
| 3M | -32.2% | -3.3% | -28.9% | -32.2% |
| 6M | -42.1% | +1.3% | -43.4% | -45.1% |
| YTD | +61.9% | -29.0% | +90.9% | +91.2% |
| 1Y | +163.0% | -27.8% | +190.7% | +208.9% |
| 3Y | +1,358.0% | +36.3% | +1,321.7% | +1,110.8% |
| 5Y | +549.9% | -35.8% | +585.7% | +704.9% |
| All | +1,493.1% | +102.3% | +1,390.8% | +915.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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