+124.7%
LITE vs PLTD
-12.9%
+137.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.2% | +8.9% | +4.9% |
| 7D | -35.9% | +13.7% | -49.7% | -33.5% |
| 30D | -51.5% | +18.4% | -70.0% | -48.9% |
| 3M | -35.7% | -7.5% | -28.3% | -34.8% |
| 6M | -43.0% | -31.3% | -11.7% | -43.7% |
| YTD | +46.1% | -15.4% | +61.5% | +68.7% |
| 1Y | +124.7% | -18.4% | +143.1% | +158.5% |
| All | +124.7% | -12.9% | +137.6% | +158.5% |
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