+1,415.0%
LITE vs NVDX
+454.9%
+960.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -8.7% | +19.4% | +14.0% |
| 7D | -12.9% | -23.4% | +10.5% | -3.5% |
| 30D | -46.0% | -41.5% | -4.5% | -33.4% |
| 3M | -33.0% | -41.1% | +8.1% | -18.0% |
| 6M | -34.0% | -40.9% | +6.8% | -20.0% |
| YTD | +61.7% | -29.1% | +90.8% | +80.3% |
| 1Y | +148.3% | -33.5% | +181.8% | +183.6% |
| 3Y | +1,408.5% | +369.1% | +1,039.4% | +843.9% |
| All | +1,415.0% | +454.9% | +960.1% | +780.7% |
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