+146.1%
LITE vs PLTU
-47.3%
+193.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.5% | -3.5% |
| 7D | +22.6% | +21.9% | +0.6% | +19.6% |
| 30D | -36.8% | -35.3% | -1.5% | -34.2% |
| 3M | -33.0% | -7.7% | -25.3% | -32.0% |
| 6M | -37.1% | +24.2% | -61.3% | -38.4% |
| YTD | +69.5% | -37.5% | +107.0% | +93.6% |
| 1Y | +146.1% | -43.6% | +189.7% | +196.6% |
| All | +146.1% | -47.3% | +193.4% | +196.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling