+1,117.4%
LITE vs NVD
-98.6%
+1,216.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +9.0% | -12.6% | -0.2% |
| 7D | +22.6% | +17.0% | +5.6% | +30.8% |
| 30D | -36.8% | +77.3% | -114.1% | -17.9% |
| 3M | -33.0% | +61.6% | -94.6% | -13.9% |
| 6M | -37.1% | +40.7% | -77.7% | -18.8% |
| YTD | +69.5% | -10.5% | +80.0% | +95.4% |
| 1Y | +146.1% | -6.1% | +152.2% | +194.7% |
| 3Y | +1,440.8% | -98.4% | +1,539.2% | +833.7% |
| All | +1,117.4% | -98.6% | +1,216.0% | +615.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling