+163.0%
LITE vs NU
-17.6%
+180.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +11.7% | -16.2% | -6.8% |
| 7D | +10.8% | +9.9% | +0.9% | +8.6% |
| 30D | -33.4% | -11.5% | -22.0% | -32.3% |
| 3M | -32.2% | -5.1% | -27.1% | -32.5% |
| 6M | -42.1% | +3.1% | -45.2% | -43.5% |
| YTD | +61.9% | -21.0% | +82.9% | +70.5% |
| 1Y | +163.0% | -15.2% | +178.2% | +161.9% |
| All | +163.0% | -17.6% | +180.6% | +161.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling