+1,046.2%
PLTR vs LITE
+1,559.3%
-513.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.0% | -8.5% | -5.4% |
| 7D | -6.4% | -1.5% | -4.9% | -6.2% |
| 30D | +10.0% | +6.7% | +3.4% | +7.1% |
| 3M | +23.0% | -6.8% | +29.8% | +21.6% |
| 6M | +13.8% | +29.4% | -15.6% | -2.2% |
| YTD | -1.9% | +139.1% | -141.0% | -33.6% |
| 1Y | +11.6% | +521.0% | -509.3% | -50.7% |
| All | +1,046.2% | +1,559.3% | -513.1% | +202.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling