+899.2%
LITE vs PLTU
+154.0%
+745.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -9.0% | +13.0% | +5.5% |
| 7D | -1.5% | -13.6% | +12.0% | +0.4% |
| 30D | +6.7% | +16.7% | -10.0% | +2.4% |
| 3M | -6.8% | +29.6% | -36.3% | -14.8% |
| 6M | +29.4% | -0.1% | +29.5% | +20.4% |
| YTD | +139.1% | -31.5% | +170.6% | +136.1% |
| 1Y | +521.0% | -19.7% | +540.7% | +480.8% |
| All | +899.2% | +154.0% | +745.1% | +467.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling