+2,614.7%
LITE vs NVO
+151.6%
+2,463.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.3% |
| 7D | +13.6% | -4.7% | +18.3% | +14.6% |
| 30D | +21.6% | -5.4% | +27.0% | +22.6% |
| 3M | +20.3% | +7.0% | +13.4% | +16.9% |
| 6M | +54.4% | +17.6% | +36.8% | +46.1% |
| YTD | +168.3% | -8.0% | +176.4% | +161.9% |
| 1Y | +551.8% | -13.8% | +565.6% | +546.2% |
| 3Y | +1,891.5% | -50.3% | +1,941.8% | +2,106.3% |
| 5Y | +1,014.7% | +0.7% | +1,014.1% | +817.7% |
| 10Y | +2,614.7% | +155.6% | +2,459.1% | +1,482.9% |
| All | +2,614.7% | +151.6% | +2,463.1% | +1,482.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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