+808.8%
LITE vs NU
+36.6%
+772.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.0% | +6.0% | +4.5% |
| 7D | -1.5% | +7.5% | -9.0% | -3.4% |
| 30D | +6.7% | +6.1% | +0.5% | +4.8% |
| 3M | -6.8% | +26.8% | -33.6% | -12.4% |
| 6M | +29.4% | +2.5% | +27.0% | +27.7% |
| YTD | +139.1% | -8.2% | +147.3% | +141.5% |
| 1Y | +521.0% | +3.4% | +517.6% | +510.4% |
| 3Y | +1,535.3% | +116.2% | +1,419.1% | +1,281.6% |
| All | +808.8% | +36.6% | +772.2% | +657.3% |
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