+1,493.1%
LITE vs NVMI
+2,494.8%
-1,001.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.0% | -1.5% | -2.6% |
| 7D | +10.8% | +1.5% | +9.3% | +10.2% |
| 30D | -33.4% | -4.1% | -29.4% | -30.4% |
| 3M | -32.2% | -22.8% | -9.5% | -18.1% |
| 6M | -42.1% | -36.9% | -5.2% | -21.0% |
| YTD | +61.9% | -3.2% | +65.1% | +70.5% |
| 1Y | +163.0% | +7.1% | +155.9% | +163.5% |
| 3Y | +1,358.0% | +181.5% | +1,176.5% | +710.8% |
| 5Y | +549.9% | +141.2% | +408.7% | +274.5% |
| All | +1,493.1% | +2,494.8% | -1,001.7% | +159.3% |
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