+563.9%
LITE vs PLTU
+124.7%
+439.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.7% |
| 7D | -13.9% | -9.2% | -4.7% | -12.0% |
| 30D | -46.9% | -37.3% | -9.6% | -42.1% |
| 3M | -28.0% | -14.7% | -13.3% | -26.4% |
| 6M | -35.2% | +17.3% | -52.5% | -40.4% |
| YTD | +58.9% | -39.4% | +98.3% | +61.2% |
| 1Y | +125.3% | -50.6% | +175.9% | +139.6% |
| All | +563.9% | +124.7% | +439.2% | +287.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling