+521.0%
LITE vs NVDL
+42.2%
+478.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.4% | +3.2% |
| 7D | -1.5% | +11.7% | -13.2% | -6.8% |
| 30D | +6.7% | +7.8% | -1.2% | +2.7% |
| 3M | -6.8% | +3.3% | -10.1% | -9.5% |
| 6M | +29.4% | +38.9% | -9.4% | +5.6% |
| YTD | +139.1% | +28.5% | +110.6% | +99.4% |
| 1Y | +521.0% | +40.6% | +480.4% | +404.0% |
| All | +521.0% | +42.2% | +478.8% | +404.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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