+1,408.5%
LITE vs TRMB
+29.6%
+1,378.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.1% | +9.6% | +9.9% |
| 7D | -12.9% | -17.0% | +4.1% | -1.6% |
| 30D | -46.0% | -9.0% | -37.0% | -43.1% |
| 3M | -33.0% | -8.1% | -24.9% | -31.1% |
| 6M | -34.0% | -10.1% | -24.0% | -32.3% |
| YTD | +61.7% | -30.2% | +92.0% | +111.7% |
| 1Y | +148.3% | -30.7% | +179.0% | +231.0% |
| 3Y | +1,408.5% | +32.6% | +1,375.9% | +915.0% |
| All | +1,408.5% | +29.6% | +1,378.9% | +915.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling