+1,172.1%
LITE vs NVD
-98.8%
+1,270.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -5.5% | +11.2% | +3.6% |
| 7D | -35.9% | +16.8% | -52.8% | -30.3% |
| 30D | -51.5% | +54.3% | -105.9% | -40.5% |
| 3M | -35.7% | +24.3% | -60.0% | -25.1% |
| 6M | -43.0% | +0.6% | -43.5% | -35.1% |
| YTD | +46.1% | -27.7% | +73.8% | +54.7% |
| 1Y | +124.7% | -29.4% | +154.1% | +142.5% |
| 3Y | +1,172.1% | -98.8% | +1,270.9% | +699.2% |
| All | +1,172.1% | -98.8% | +1,270.9% | +699.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling