+607.2%
NBIS vs LITE
+815.6%
-208.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +10.7% | -1.5% | +2.7% |
| 7D | 0.0% | -12.9% | +12.9% | +8.8% |
| 30D | -36.0% | -46.0% | +10.0% | -8.2% |
| 3M | -24.7% | -33.0% | +8.3% | -5.5% |
| 6M | -20.1% | -34.0% | +13.9% | -0.2% |
| YTD | +69.0% | +61.7% | +7.2% | +11.4% |
| 1Y | +27.1% | +148.3% | -121.2% | -39.7% |
| All | +607.2% | +815.6% | -208.4% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 10y: compounded portfolio wealth divided by compounded LITE 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…
10y analysis · Full analysis span regression · 6 months rolling