+1,563.7%
LITE vs NU
+117.7%
+1,446.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.0% | +6.0% | +4.8% |
| 7D | -1.5% | +7.5% | -9.0% | -4.7% |
| 30D | +6.7% | +6.1% | +0.5% | +3.4% |
| 3M | -6.8% | +26.8% | -33.6% | -16.3% |
| 6M | +29.4% | +2.5% | +27.0% | +26.7% |
| YTD | +139.1% | -8.2% | +147.3% | +143.5% |
| 1Y | +521.0% | +3.4% | +517.6% | +499.3% |
| All | +1,563.7% | +117.7% | +1,446.0% | +1,178.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling