+3,068.2%
LITE vs NI
+275.0%
+2,793.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.7% | +6.3% | +5.9% |
| 7D | -35.9% | -0.9% | -35.0% | -35.7% |
| 30D | -51.5% | +9.6% | -61.2% | -53.4% |
| 3M | -35.7% | +2.5% | -38.2% | -36.4% |
| 6M | -43.0% | -5.8% | -37.1% | -41.7% |
| YTD | +46.1% | +8.6% | +37.6% | +41.5% |
| 1Y | +124.7% | +6.0% | +118.7% | +120.3% |
| 3Y | +1,172.1% | +91.0% | +1,081.0% | +898.1% |
| 5Y | +477.0% | +104.8% | +372.2% | +334.2% |
| 10Y | +1,465.7% | +176.7% | +1,289.0% | +991.1% |
| All | +3,068.2% | +275.0% | +2,793.2% | +2,085.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling