+146.1%
LITE vs NVMI
+3.9%
+142.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.8% | +0.2% | 0.0% |
| 7D | +22.6% | +16.9% | +5.7% | +5.7% |
| 30D | -36.8% | -4.3% | -32.5% | -32.8% |
| 3M | -33.0% | -19.3% | -13.7% | -16.9% |
| 6M | -37.1% | -33.6% | -3.5% | -10.3% |
| YTD | +69.5% | -0.2% | +69.7% | +56.9% |
| 1Y | +146.1% | +5.1% | +141.0% | +113.0% |
| All | +146.1% | +3.9% | +142.2% | +113.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling