+5,083.9%
LITE vs PLD
+370.7%
+4,713.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.7% | +4.4% |
| 7D | -1.5% | -2.4% | +0.9% | -0.3% |
| 30D | +6.7% | -2.4% | +9.1% | +8.0% |
| 3M | -6.8% | -3.8% | -3.0% | -6.0% |
| 6M | +29.4% | 0.0% | +29.4% | +27.9% |
| YTD | +139.1% | +9.2% | +129.9% | +124.1% |
| 1Y | +521.0% | +25.9% | +495.1% | +435.9% |
| 3Y | +1,535.3% | +21.3% | +1,514.0% | +1,323.5% |
| 5Y | +889.8% | +14.1% | +875.7% | +761.9% |
| 10Y | +2,400.7% | +237.9% | +2,162.9% | +1,161.9% |
| All | +5,083.9% | +370.7% | +4,713.2% | +2,288.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling