+575.9%
LITE vs PLTU
+126.1%
+449.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +11.1% | -0.4% | +8.6% |
| 7D | -12.9% | -11.7% | -1.2% | -10.6% |
| 30D | -46.0% | -36.9% | -9.0% | -41.2% |
| 3M | -33.0% | -10.9% | -22.1% | -32.1% |
| 6M | -34.0% | +18.0% | -52.0% | -39.4% |
| YTD | +61.7% | -39.0% | +100.8% | +63.9% |
| 1Y | +148.3% | -41.5% | +189.8% | +153.4% |
| All | +575.9% | +126.1% | +449.8% | +293.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling