+1,870.5%
LITE vs NVO
-49.3%
+1,919.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.1% | +14.1% | +11.3% |
| 7D | +12.6% | +0.1% | +12.5% | +12.5% |
| 30D | +9.9% | -3.2% | +13.1% | +10.1% |
| 3M | +9.3% | +11.5% | -2.2% | +6.5% |
| 6M | +75.2% | +22.9% | +52.3% | +68.0% |
| YTD | +165.5% | -6.8% | +172.3% | +157.8% |
| 1Y | +555.0% | -12.6% | +567.6% | +545.2% |
| 3Y | +1,870.5% | -49.6% | +1,920.1% | +2,000.5% |
| All | +1,870.5% | -49.3% | +1,919.8% | +2,000.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling