+1,426.5%
LITE vs NVT
+133.0%
+1,293.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.6% | -2.5% |
| 7D | +22.6% | +17.4% | +5.2% | +4.0% |
| 30D | -36.8% | -28.4% | -8.4% | -10.1% |
| 3M | -33.0% | -32.4% | -0.6% | +1.8% |
| 6M | -37.1% | -32.2% | -4.9% | -3.3% |
| YTD | +69.5% | +14.0% | +55.5% | +58.4% |
| 1Y | +146.1% | +4.3% | +141.8% | +153.4% |
| All | +1,426.5% | +133.0% | +1,293.6% | +585.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling