+1,533.3%
LITE vs NVMI
+2,631.5%
-1,098.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +6.4% | +4.3% | +6.6% |
| 7D | -12.9% | +9.6% | -22.5% | -17.4% |
| 30D | -46.0% | -5.6% | -40.4% | -42.9% |
| 3M | -33.0% | -15.2% | -17.8% | -23.7% |
| 6M | -34.0% | -36.1% | +2.0% | -11.0% |
| YTD | +61.7% | +1.5% | +60.3% | +64.9% |
| 1Y | +148.3% | +8.3% | +139.9% | +146.6% |
| 3Y | +1,408.5% | +212.6% | +1,195.9% | +686.1% |
| 5Y | +546.2% | +158.4% | +387.7% | +255.8% |
| 10Y | +1,533.3% | +2,587.4% | -1,054.1% | +169.4% |
| All | +1,533.3% | +2,631.5% | -1,098.2% | +169.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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