+521.0%
LITE vs PLTD
-33.9%
+554.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.6% | -0.6% | +4.8% |
| 7D | -1.5% | +5.9% | -7.5% | -0.3% |
| 30D | +6.7% | -11.6% | +18.3% | +4.0% |
| 3M | -6.8% | -29.9% | +23.2% | -10.7% |
| 6M | +29.4% | -28.5% | +58.0% | +26.8% |
| YTD | +139.1% | -20.4% | +159.5% | +155.5% |
| 1Y | +521.0% | -33.3% | +554.3% | +535.1% |
| All | +521.0% | -33.9% | +554.9% | +535.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 1y: compounded portfolio wealth divided by compounded PLTD 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…
1y analysis · Full analysis span regression · 6 months rolling