+2,259.5%
LITE vs TRMB
+116.7%
+2,142.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.0% | +5.0% | +4.6% |
| 7D | -1.5% | -2.5% | +1.0% | 0.0% |
| 30D | +6.7% | +1.5% | +5.1% | +4.7% |
| 3M | -6.8% | +6.8% | -13.5% | -13.3% |
| 6M | +29.4% | -14.9% | +44.4% | +39.4% |
| YTD | +139.1% | -24.1% | +163.2% | +174.5% |
| 1Y | +521.0% | -25.4% | +546.4% | +629.2% |
| 3Y | +1,535.3% | +8.0% | +1,527.3% | +1,457.3% |
| 5Y | +889.8% | -37.3% | +927.1% | +1,150.5% |
| All | +2,259.5% | +116.7% | +2,142.7% | +1,297.6% |
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