+2,139.5%
LITE vs NVDX
+871.3%
+1,268.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.4% | +2.6% | +3.5% |
| 7D | -1.5% | +11.6% | -13.1% | -5.5% |
| 30D | +6.7% | +7.5% | -0.9% | +3.7% |
| 3M | -6.8% | +2.1% | -8.9% | -8.0% |
| 6M | +29.4% | +35.5% | -6.1% | +14.0% |
| YTD | +139.1% | +24.1% | +115.0% | +114.7% |
| 1Y | +521.0% | +33.0% | +488.0% | +442.9% |
| All | +2,139.5% | +871.3% | +1,268.2% | +948.9% |
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