+48,404.9%
NVDA vs LITE
+4,637.9%
+43,767.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.0% | -3.2% | -0.6% |
| 7D | +5.9% | -1.5% | +7.4% | +6.4% |
| 30D | +5.1% | +6.7% | -1.6% | +1.4% |
| 3M | +5.4% | -6.8% | +12.1% | +4.0% |
| 6M | +26.0% | +29.4% | -3.4% | +2.6% |
| YTD | +23.7% | +139.1% | -115.4% | -24.7% |
| 1Y | +34.4% | +521.0% | -486.6% | -49.2% |
| 3Y | +375.8% | +1,535.3% | -1,159.5% | +8.1% |
| 5Y | +911.8% | +889.8% | +21.9% | +184.5% |
| 10Y | +14,899.8% | +2,400.7% | +12,499.1% | +3,069.9% |
| All | +48,404.9% | +4,637.9% | +43,767.0% | +10,073.8% |
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 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