+551.8%
LITE vs NVDX
+29.6%
+522.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +2.0% |
| 7D | +13.6% | -0.9% | +14.5% | +13.7% |
| 30D | +21.6% | +3.0% | +18.6% | +19.0% |
| 3M | +20.3% | +6.8% | +13.6% | +14.9% |
| 6M | +54.4% | +28.6% | +25.8% | +28.8% |
| YTD | +168.3% | +17.0% | +151.3% | +132.3% |
| 1Y | +551.8% | +27.0% | +524.8% | +431.8% |
| All | +551.8% | +29.6% | +522.2% | +431.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling