+1,588.2%
PLTR vs LITE
+624.7%
+963.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.7% | -2.2% | +1.8% |
| 7D | -12.9% | -35.9% | +23.0% | -1.4% |
| 30D | -17.4% | -51.5% | +34.1% | +0.9% |
| 3M | +2.9% | -35.7% | +38.6% | +12.3% |
| 6M | +19.9% | -43.0% | +62.8% | +29.5% |
| YTD | -9.8% | +46.1% | -55.9% | -38.4% |
| 1Y | -8.4% | +124.7% | -133.1% | -49.9% |
| 3Y | +765.0% | +1,172.1% | -407.0% | +71.9% |
| 5Y | +516.8% | +477.0% | +39.8% | +91.1% |
| All | +1,588.2% | +624.7% | +963.5% | +381.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling