+901.5%
LITE vs PLD
+14.8%
+886.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.7% | +4.4% |
| 7D | -1.5% | -2.4% | +0.9% | -0.4% |
| 30D | +6.7% | -2.4% | +9.1% | +8.0% |
| 3M | -6.8% | -3.8% | -3.0% | -6.1% |
| 6M | +29.4% | 0.0% | +29.4% | +27.6% |
| YTD | +139.1% | +9.2% | +129.9% | +123.6% |
| 1Y | +521.0% | +25.9% | +495.1% | +433.5% |
| 3Y | +1,535.3% | +21.3% | +1,514.0% | +1,301.0% |
| All | +901.5% | +14.8% | +886.8% | +744.3% |
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