+1,546.9%
LITE vs NVDX
+423.8%
+1,123.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +6.0% | +4.7% | +8.4% |
| 7D | +3.4% | -26.1% | +29.5% | +15.9% |
| 30D | -34.9% | -43.3% | +8.4% | -19.0% |
| 3M | -21.0% | -41.0% | +20.0% | -3.4% |
| 6M | -38.5% | -46.3% | +7.9% | -22.9% |
| YTD | +75.8% | -33.1% | +108.9% | +100.0% |
| 1Y | +156.7% | -40.1% | +196.8% | +203.9% |
| 3Y | +1,498.6% | +319.0% | +1,179.6% | +940.6% |
| All | +1,546.9% | +423.8% | +1,123.1% | +877.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling