+808.8%
NOW vs LITE
+2,385.9%
-1,577.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.0% | -7.0% | -3.7% |
| 7D | -2.4% | -1.5% | -0.8% | -2.2% |
| 30D | +20.5% | +6.7% | +13.9% | +17.8% |
| 3M | +18.3% | -6.8% | +25.1% | +16.3% |
| 6M | +24.1% | +29.4% | -5.4% | +8.4% |
| YTD | -7.8% | +139.1% | -146.9% | -33.1% |
| 1Y | -21.4% | +521.0% | -542.4% | -58.5% |
| 3Y | +19.5% | +1,535.3% | -1,515.8% | -57.0% |
| 5Y | +4.1% | +889.8% | -885.8% | -56.8% |
| All | +808.8% | +2,385.9% | -1,577.1% | +175.5% |
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