+232.7%
LITE vs NVD
-27.4%
+260.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +6.5% | -14.3% | -4.4% |
| 7D | -31.4% | +15.0% | -46.4% | -25.4% |
| 30D | -42.6% | +39.3% | -81.9% | -30.2% |
| 3M | -26.2% | +3.1% | -29.4% | -19.4% |
| 6M | -35.8% | -19.0% | -16.8% | -33.0% |
| YTD | +70.0% | -35.5% | +105.6% | +65.9% |
| 1Y | +232.7% | -30.2% | +262.9% | +254.9% |
| All | +232.7% | -27.4% | +260.1% | +254.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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