+163.0%
LITE vs NTAP
+65.9%
+97.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.5% | -2.0% | -3.0% |
| 7D | +10.8% | +7.2% | +3.6% | +6.7% |
| 30D | -33.4% | -18.4% | -15.1% | -25.4% |
| 3M | -32.2% | -11.3% | -20.9% | -25.9% |
| 6M | -42.1% | +53.8% | -95.9% | -46.8% |
| YTD | +61.9% | +72.0% | -10.1% | +43.3% |
| 1Y | +163.0% | +68.0% | +95.0% | +141.5% |
| All | +163.0% | +65.9% | +97.1% | +141.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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