+146.1%
LITE vs NVT
+5.4%
+140.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.6% | -2.4% |
| 7D | +22.6% | +17.4% | +5.2% | +1.5% |
| 30D | -36.8% | -28.4% | -8.4% | -5.4% |
| 3M | -33.0% | -32.4% | -0.6% | +8.3% |
| 6M | -37.1% | -32.2% | -4.9% | +1.9% |
| YTD | +69.5% | +14.0% | +55.5% | +36.1% |
| 1Y | +146.1% | +4.3% | +141.8% | +149.0% |
| All | +146.1% | +5.4% | +140.7% | +149.0% |
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