+499.2%
NOW vs LITE
+1,381.7%
-882.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.7% | -6.0% | -1.4% |
| 7D | -3.0% | -35.9% | +32.9% | +4.0% |
| 30D | -26.0% | -51.5% | +25.5% | -17.3% |
| 3M | -13.1% | -35.7% | +22.6% | -9.3% |
| 6M | +14.5% | -43.0% | +57.5% | +18.0% |
| YTD | -33.4% | +46.1% | -79.6% | -48.9% |
| 1Y | -40.6% | +124.7% | -165.3% | -60.5% |
| 3Y | -16.3% | +1,172.1% | -1,188.4% | -70.8% |
| 5Y | -26.3% | +477.0% | -503.3% | -67.4% |
| All | +499.2% | +1,381.7% | -882.5% | +88.7% |
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 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