+232.7%
LITE vs PLUG
-44.1%
+276.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.5% | -11.4% | -8.9% |
| 7D | -31.4% | +2.8% | -34.2% | -31.9% |
| 30D | -42.6% | -22.8% | -19.8% | -38.2% |
| 3M | -26.2% | -32.4% | +6.2% | -17.7% |
| 6M | -35.8% | -53.4% | +17.6% | -22.2% |
| YTD | +70.0% | -25.9% | +95.9% | +111.6% |
| 1Y | +232.7% | -42.1% | +274.8% | +322.2% |
| All | +232.7% | -44.1% | +276.8% | +322.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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