+7,999.2%
NVDA vs LITE
+1,606.7%
+6,392.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.6% | -0.7% | -3.0% |
| 7D | -8.5% | +22.6% | -31.0% | -15.9% |
| 30D | -27.3% | -36.8% | +9.5% | -15.5% |
| 3M | -25.8% | -33.0% | +7.3% | -17.6% |
| 6M | -24.6% | -37.1% | +12.5% | -18.1% |
| YTD | -10.7% | +69.5% | -80.2% | -43.0% |
| 1Y | -14.0% | +146.1% | -160.2% | -55.5% |
| 3Y | +244.9% | +1,440.8% | -1,196.0% | -35.9% |
| 5Y | +449.3% | +580.4% | -131.2% | +51.1% |
| All | +7,999.2% | +1,606.7% | +6,392.5% | +1,403.9% |
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