+515.3%
LITE vs NU
+17.5%
+497.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +11.7% | -16.2% | -7.3% |
| 7D | +10.8% | +9.9% | +0.9% | +8.1% |
| 30D | -33.4% | -11.5% | -22.0% | -32.1% |
| 3M | -32.2% | -5.1% | -27.1% | -32.3% |
| 6M | -42.1% | +3.1% | -45.2% | -43.7% |
| YTD | +61.9% | -21.0% | +82.9% | +67.6% |
| 1Y | +163.0% | -15.2% | +178.2% | +167.8% |
| 3Y | +1,358.0% | +56.4% | +1,301.6% | +1,200.6% |
| All | +515.3% | +17.5% | +497.8% | +425.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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