+5,083.9%
LITE vs PLUG
-12.5%
+5,096.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.1% |
| 6M | +29.4% | -12.5% | +41.9% | +32.4% |
| YTD | +139.1% | +10.2% | +128.9% | +133.6% |
| 1Y | +521.0% | +50.7% | +470.3% | +465.0% |
| 3Y | +1,535.3% | -74.5% | +1,609.8% | +1,559.8% |
| 5Y | +889.8% | -91.8% | +981.6% | +1,004.8% |
| 10Y | +2,400.7% | +43.7% | +2,357.0% | +1,670.8% |
| All | +5,083.9% | -12.5% | +5,096.4% | +4,065.6% |
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 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