+461.7%
LITE vs PLTD
-75.6%
+537.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | +9.5% | -28.2% | -15.2% |
| 7D | -44.6% | +25.1% | -69.6% | -39.1% |
| 30D | -55.0% | +21.0% | -76.1% | -50.8% |
| 3M | -38.3% | -2.9% | -35.4% | -37.2% |
| 6M | -48.8% | -27.8% | -21.0% | -51.4% |
| YTD | +38.3% | -12.6% | +50.9% | +45.5% |
| 1Y | +119.0% | -9.8% | +128.8% | +138.9% |
| All | +461.7% | -75.6% | +537.3% | +247.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling