+446.1%
LITE vs PLD
0.0%
+446.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -2.1% | -16.5% | -17.6% |
| 7D | -44.6% | +0.4% | -45.0% | -44.7% |
| 30D | -55.0% | -0.1% | -54.9% | -55.0% |
| 3M | -38.3% | -7.9% | -30.4% | -35.7% |
| 6M | -48.8% | -7.0% | -41.8% | -47.8% |
| YTD | +38.3% | +3.1% | +35.2% | +33.0% |
| 1Y | +119.0% | +7.1% | +111.9% | +106.1% |
| 3Y | +1,092.0% | +32.9% | +1,059.1% | +877.9% |
| 5Y | +446.1% | +1.5% | +444.5% | +373.3% |
| All | +446.1% | 0.0% | +446.1% | +373.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling