+1,487.4%
LITE vs NVDX
+376.7%
+1,110.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -9.0% | +5.4% | -0.2% |
| 7D | +22.6% | -17.5% | +40.1% | +30.9% |
| 30D | -36.8% | -49.2% | +12.5% | -18.0% |
| 3M | -33.0% | -49.3% | +16.3% | -13.6% |
| 6M | -37.1% | -52.0% | +14.9% | -17.9% |
| YTD | +69.5% | -39.1% | +108.5% | +99.6% |
| 1Y | +146.1% | -45.8% | +191.9% | +202.2% |
| 3Y | +1,440.8% | +281.3% | +1,159.5% | +938.5% |
| All | +1,487.4% | +376.7% | +1,110.7% | +875.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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