+455.4%
LITE vs NU
+6.9%
+448.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.5% | +3.2% | +5.1% |
| 7D | -35.9% | +3.6% | -39.6% | -36.5% |
| 30D | -51.5% | -22.8% | -28.7% | -48.7% |
| 3M | -35.7% | -14.8% | -20.9% | -34.0% |
| 6M | -43.0% | -16.9% | -26.0% | -41.4% |
| YTD | +46.1% | -28.1% | +74.3% | +55.1% |
| 1Y | +124.7% | -24.5% | +149.2% | +136.0% |
| 3Y | +1,172.1% | +44.8% | +1,127.3% | +1,060.1% |
| All | +455.4% | +6.9% | +448.5% | +386.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling