+634.8%
LITE vs PLTU
+134.3%
+500.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.3% | +6.4% | +9.9% |
| 7D | +3.4% | -0.9% | +4.3% | +4.0% |
| 30D | -34.9% | -34.7% | -0.2% | -29.5% |
| 3M | -21.0% | -10.8% | -10.3% | -19.9% |
| 6M | -38.5% | +24.1% | -62.5% | -43.9% |
| YTD | +75.8% | -36.8% | +112.7% | +77.1% |
| 1Y | +156.7% | -47.0% | +203.7% | +169.1% |
| All | +634.8% | +134.3% | +500.5% | +325.5% |
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