+119.0%
LITE vs PLUG
-47.3%
+166.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -7.5% | -11.1% | -16.4% |
| 7D | -44.6% | -4.9% | -39.6% | -43.4% |
| 30D | -55.0% | -27.4% | -27.6% | -50.7% |
| 3M | -38.3% | -35.7% | -2.6% | -30.2% |
| 6M | -48.8% | -59.3% | +10.6% | -37.2% |
| YTD | +38.3% | -31.5% | +69.8% | +78.9% |
| 1Y | +119.0% | -48.9% | +167.9% | +179.2% |
| All | +119.0% | -47.3% | +166.3% | +179.2% |
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