+129.4%
LITE vs NVTS
+14.0%
+115.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +11.3% | -0.6% | +6.6% |
| 7D | -12.9% | +20.8% | -33.7% | -18.5% |
| 30D | -46.0% | -11.1% | -34.8% | -43.5% |
| 3M | -33.0% | -31.0% | -2.0% | -23.8% |
| 6M | -34.0% | -47.4% | +13.3% | -23.8% |
| YTD | +61.7% | +34.2% | +27.6% | +19.0% |
| All | +129.4% | +14.0% | +115.3% | +121.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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