+555.0%
LITE vs NVS
+10.4%
+544.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -13.9% | +25.0% | +5.2% |
| 7D | +12.6% | -14.6% | +27.2% | +6.5% |
| 30D | +9.9% | -11.9% | +21.8% | +5.5% |
| 3M | +9.3% | -6.0% | +15.2% | +4.4% |
| 6M | +75.2% | -11.4% | +86.6% | +71.2% |
| YTD | +165.5% | +2.9% | +162.6% | +160.3% |
| 1Y | +555.0% | +10.2% | +544.7% | +551.4% |
| All | +555.0% | +10.4% | +544.6% | +551.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling