+156.7%
LITE vs NVTS
+6.3%
+150.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +7.4% | +3.3% | +8.0% |
| 7D | +3.4% | +7.9% | -4.5% | +1.3% |
| 30D | -34.9% | +0.8% | -35.7% | -34.8% |
| 3M | -21.0% | -26.0% | +4.9% | -12.4% |
| 6M | -38.5% | -55.5% | +17.1% | -26.0% |
| YTD | +75.8% | +41.0% | +34.8% | +27.8% |
| 1Y | +156.7% | +10.4% | +146.3% | +133.5% |
| All | +156.7% | +6.3% | +150.4% | +133.5% |
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