+163.0%
LITE vs TRMB
-31.7%
+194.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.1% | -4.4% |
| 7D | +10.8% | +2.8% | +7.9% | +10.5% |
| 30D | -33.4% | -5.9% | -27.6% | -32.4% |
| 3M | -32.2% | -3.3% | -28.9% | -31.1% |
| 6M | -42.1% | +1.3% | -43.4% | -40.3% |
| YTD | +61.9% | -29.0% | +90.9% | +119.9% |
| 1Y | +163.0% | -27.8% | +190.7% | +245.7% |
| All | +163.0% | -31.7% | +194.7% | +245.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling