+2,614.7%
LITE vs NVMI
+3,062.9%
-448.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +1.6% |
| 7D | +13.6% | +6.9% | +6.7% | +9.0% |
| 30D | +21.6% | -2.8% | +24.4% | +24.4% |
| 3M | +20.3% | -27.3% | +47.7% | +48.5% |
| 6M | +54.4% | -13.7% | +68.0% | +71.0% |
| YTD | +168.3% | +13.8% | +154.5% | +149.1% |
| 1Y | +551.8% | +34.9% | +516.9% | +456.2% |
| 3Y | +1,891.5% | +213.5% | +1,678.0% | +897.6% |
| 5Y | +1,014.7% | +272.5% | +742.2% | +377.8% |
| 10Y | +2,614.7% | +3,142.4% | -527.7% | +242.0% |
| All | +2,614.7% | +3,062.9% | -448.1% | +242.0% |
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