+3,344.5%
LITE vs NVO
+81.7%
+3,262.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.1% | -1.5% |
| 7D | -13.9% | +1.3% | -15.2% | -14.0% |
| 30D | -46.9% | +5.3% | -52.3% | -47.4% |
| 3M | -28.0% | -13.6% | -14.4% | -26.4% |
| 6M | -35.2% | -10.5% | -24.7% | -35.0% |
| YTD | +58.9% | -16.0% | +74.9% | +57.6% |
| 1Y | +125.3% | -7.0% | +132.3% | +116.9% |
| 3Y | +1,344.4% | -56.1% | +1,400.6% | +1,540.0% |
| 5Y | +541.2% | -19.0% | +560.2% | +477.2% |
| 10Y | +1,587.5% | +203.7% | +1,383.9% | +898.8% |
| All | +3,344.5% | +81.7% | +3,262.8% | +2,286.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling