+490.8%
LITE vs PLD
-0.1%
+490.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.2% | +6.9% | +6.3% |
| 7D | -35.9% | -0.8% | -35.1% | -35.7% |
| 30D | -51.5% | -0.3% | -51.3% | -51.5% |
| 3M | -35.7% | -8.0% | -27.7% | -33.0% |
| 6M | -43.0% | -9.8% | -33.2% | -40.8% |
| YTD | +46.1% | +1.8% | +44.3% | +41.4% |
| 1Y | +124.7% | +5.6% | +119.1% | +112.9% |
| 3Y | +1,172.1% | +33.3% | +1,138.8% | +941.6% |
| All | +490.8% | -0.1% | +490.9% | +410.0% |
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