+38,180.7%
NVDA vs LITE
+2,640.3%
+35,540.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -18.7% | +9.4% | -2.5% |
| 7D | -15.0% | -44.6% | +29.6% | +3.9% |
| 30D | -24.1% | -55.0% | +30.9% | -0.8% |
| 3M | -17.1% | -38.3% | +21.2% | -5.6% |
| 6M | -7.4% | -48.8% | +41.4% | +7.7% |
| YTD | -2.4% | +38.3% | -40.7% | -29.8% |
| 1Y | -6.7% | +119.0% | -125.7% | -46.7% |
| 3Y | +304.7% | +1,092.0% | -787.3% | -1.5% |
| 5Y | +513.1% | +446.1% | +67.0% | +107.4% |
| 10Y | +10,855.0% | +1,381.7% | +9,473.4% | +2,622.3% |
| All | +38,180.7% | +2,640.3% | +35,540.4% | +9,373.1% |
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