+1,563.7%
LITE vs PLUG
-74.3%
+1,637.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.8% | +1.2% | +3.6% |
| 7D | -1.5% | -0.9% | -0.6% | -1.4% |
| 30D | +6.7% | +3.3% | +3.3% | +6.3% |
| 3M | -6.8% | -39.7% | +33.0% | -1.4% |
| 6M | +29.4% | -12.5% | +41.9% | +32.6% |
| YTD | +139.1% | +10.2% | +128.9% | +138.0% |
| 1Y | +521.0% | +50.7% | +470.3% | +485.9% |
| All | +1,563.7% | -74.3% | +1,637.9% | +1,567.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling