+1,563.7%
LITE vs PLD
+21.6%
+1,542.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.7% | +4.4% |
| 7D | -1.5% | -2.4% | +0.9% | -0.2% |
| 30D | +6.7% | -2.4% | +9.1% | +8.1% |
| 3M | -6.8% | -3.8% | -3.0% | -6.0% |
| 6M | +29.4% | 0.0% | +29.4% | +26.9% |
| YTD | +139.1% | +9.2% | +129.9% | +120.2% |
| 1Y | +521.0% | +25.9% | +495.1% | +415.3% |
| All | +1,563.7% | +21.6% | +1,542.1% | +1,139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 3y: compounded portfolio wealth divided by compounded PLD 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…
3y analysis · Full analysis span regression · 6 months rolling