+1,172.1%
LITE vs NVTS
+36.9%
+1,135.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +9.5% | -3.9% | +4.4% |
| 7D | -35.9% | +1.5% | -37.5% | -35.9% |
| 30D | -51.5% | -23.8% | -27.7% | -49.6% |
| 3M | -35.7% | -30.6% | -5.2% | -32.2% |
| 6M | -43.0% | -48.4% | +5.4% | -38.6% |
| YTD | +46.1% | +20.6% | +25.5% | +43.2% |
| 1Y | +124.7% | -2.5% | +127.3% | +124.1% |
| 3Y | +1,172.1% | +44.0% | +1,128.1% | +1,108.1% |
| All | +1,172.1% | +36.9% | +1,135.2% | +1,108.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling