+485.4%
NVDA vs LITE
+553.3%
-68.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +10.7% | -15.0% | -8.0% |
| 7D | -11.6% | -12.9% | +1.3% | -7.9% |
| 30D | -22.1% | -46.0% | +23.9% | -5.6% |
| 3M | -20.1% | -33.0% | +12.9% | -12.3% |
| 6M | -16.8% | -34.0% | +17.3% | -12.2% |
| YTD | -4.0% | +61.7% | -65.7% | -37.4% |
| 1Y | -4.8% | +148.3% | -153.1% | -51.6% |
| 3Y | +281.7% | +1,408.5% | -1,126.8% | -42.4% |
| 5Y | +485.4% | +546.2% | -60.8% | +77.8% |
| All | +485.4% | +553.3% | -68.0% | +77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling