+501.9%
NBIS vs LITE
+682.8%
-181.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -18.7% | +3.7% | -3.6% |
| 7D | -30.0% | -44.6% | +14.6% | -0.9% |
| 30D | -51.8% | -55.0% | +3.2% | -22.8% |
| 3M | -45.0% | -38.3% | -6.7% | -27.6% |
| 6M | -31.6% | -48.8% | +17.2% | -1.7% |
| YTD | +43.8% | +38.3% | +5.5% | +4.1% |
| 1Y | +2.9% | +119.0% | -116.1% | -47.7% |
| All | +501.9% | +682.8% | -181.0% | +40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling