+521.0%
LITE vs NVT
+73.8%
+447.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.4% | +0.8% |
| 7D | -1.5% | +5.1% | -6.6% | -7.4% |
| 30D | +6.7% | -3.7% | +10.4% | +12.5% |
| 3M | -6.8% | -10.1% | +3.4% | +7.5% |
| 6M | +29.4% | +37.5% | -8.0% | -11.7% |
| YTD | +139.1% | +53.7% | +85.4% | +38.8% |
| 1Y | +521.0% | +70.9% | +450.1% | +222.7% |
| All | +521.0% | +73.8% | +447.2% | +222.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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