+1,807.1%
LITE vs NVD
-99.2%
+1,906.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.9% | +7.1% | +12.4% |
| 7D | +12.6% | -7.7% | +20.3% | +9.3% |
| 30D | +9.9% | -5.8% | +15.7% | +9.6% |
| 3M | +9.3% | -23.2% | +32.5% | +4.7% |
| 6M | +75.2% | -49.7% | +125.0% | +50.3% |
| YTD | +165.5% | -47.7% | +213.2% | +136.5% |
| 1Y | +555.0% | -61.3% | +616.3% | +455.8% |
| 3Y | +1,870.5% | -99.2% | +1,969.6% | +794.1% |
| All | +1,807.1% | -99.2% | +1,906.3% | +766.1% |
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