-10.0%
PLTR vs LITE
+233.7%
-243.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.9% | +5.7% | -1.6% |
| 7D | -12.8% | -31.4% | +18.7% | -10.7% |
| 30D | -9.3% | -42.6% | +33.2% | -6.6% |
| 3M | +5.6% | -26.2% | +31.8% | +7.1% |
| 6M | +17.6% | -35.8% | +53.4% | +19.7% |
| YTD | -3.4% | +70.0% | -73.4% | -12.1% |
| 1Y | -10.0% | +232.7% | -242.7% | -28.5% |
| All | -10.0% | +233.7% | -243.7% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 LITE 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