+5,083.9%
LITE vs NVMI
+2,893.6%
+2,190.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.5% | -1.5% | +0.6% |
| 7D | -1.5% | +6.6% | -8.1% | -5.4% |
| 30D | +6.7% | -7.5% | +14.2% | +12.4% |
| 3M | -6.8% | -28.5% | +21.7% | +15.7% |
| 6M | +29.4% | -15.7% | +45.2% | +46.2% |
| YTD | +139.1% | +13.3% | +125.8% | +123.1% |
| 1Y | +521.0% | +48.3% | +472.7% | +403.5% |
| 3Y | +1,535.3% | +191.2% | +1,344.0% | +769.5% |
| 5Y | +889.8% | +268.7% | +621.2% | +337.5% |
| 10Y | +2,400.7% | +3,034.8% | -634.1% | +269.0% |
| All | +5,083.9% | +2,893.6% | +2,190.3% | +741.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling