+232.7%
LITE vs NVDL
-23.5%
+256.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -6.1% | -1.8% | -4.6% |
| 7D | -31.4% | -14.0% | -17.4% | -25.5% |
| 30D | -42.6% | -31.2% | -11.4% | -30.1% |
| 3M | -26.2% | -15.5% | -10.7% | -19.0% |
| 6M | -35.8% | -10.3% | -25.5% | -32.5% |
| YTD | +70.0% | -5.8% | +75.8% | +67.9% |
| 1Y | +232.7% | -20.1% | +252.8% | +259.6% |
| All | +232.7% | -23.5% | +256.2% | +259.6% |
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