+1,009.8%
LITE vs NVO
+0.7%
+1,009.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.1% | +14.1% | +11.4% |
| 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% | +67.9% |
| YTD | +165.5% | -6.8% | +172.3% | +159.2% |
| 1Y | +555.0% | -12.6% | +567.6% | +547.4% |
| 3Y | +1,870.5% | -49.6% | +1,920.1% | +2,022.3% |
| 5Y | +1,009.8% | +0.6% | +1,009.3% | +859.9% |
| All | +1,009.8% | +0.7% | +1,009.2% | +859.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling