-33.6%
NBIS vs LITE
-45.9%
+12.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +5.7% | +1.9% | +3.2% |
| 7D | -16.0% | -35.9% | +19.9% | +16.1% |
| 30D | -45.4% | -51.5% | +6.1% | -6.3% |
| 3M | -31.8% | -35.7% | +3.9% | -8.7% |
| 6M | -33.6% | -43.0% | +9.3% | -8.7% |
| All | -33.6% | -45.9% | +12.3% | -8.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling