+3,586.8%
LITE vs PLUG
-41.1%
+3,627.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.5% | -11.4% | -8.3% |
| 7D | -31.4% | +2.8% | -34.2% | -31.7% |
| 30D | -42.6% | -22.8% | -19.8% | -40.4% |
| 3M | -26.2% | -32.4% | +6.2% | -22.0% |
| 6M | -35.8% | -53.4% | +17.6% | -28.4% |
| YTD | +70.0% | -25.9% | +95.9% | +75.7% |
| 1Y | +232.7% | -42.1% | +274.8% | +252.8% |
| 3Y | +1,365.7% | -77.9% | +1,443.7% | +1,423.8% |
| 5Y | +609.5% | -96.4% | +705.8% | +787.0% |
| 10Y | +1,721.9% | +2.8% | +1,719.1% | +1,255.4% |
| All | +3,586.8% | -41.1% | +3,627.9% | +3,032.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling