+2,502.5%
LITE vs NI
+137.0%
+2,365.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.2% | +9.8% | +10.5% |
| 7D | +12.6% | +2.3% | +10.3% | +11.5% |
| 30D | +9.9% | -1.7% | +11.6% | +10.9% |
| 3M | +9.3% | -8.0% | +17.3% | +13.1% |
| 6M | +75.2% | -8.6% | +83.9% | +82.3% |
| YTD | +165.5% | +2.3% | +163.1% | +163.6% |
| 1Y | +555.0% | +6.9% | +548.0% | +537.9% |
| 3Y | +1,870.5% | +70.6% | +1,799.9% | +1,494.9% |
| 5Y | +1,009.8% | +96.4% | +913.4% | +734.6% |
| 10Y | +2,502.5% | +136.1% | +2,366.3% | +1,731.5% |
| All | +2,502.5% | +137.0% | +2,365.5% | +1,731.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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