+756.5%
PLTR vs LITE
+1,360.3%
-603.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.2% |
| 7D | -3.8% | -13.9% | +10.2% | -0.8% |
| 30D | -19.2% | -46.9% | +27.7% | -8.4% |
| 3M | -3.7% | -28.0% | +24.4% | +0.5% |
| 6M | +22.5% | -35.2% | +57.7% | +26.7% |
| YTD | -5.0% | +58.9% | -63.9% | -30.6% |
| 1Y | -12.8% | +125.3% | -138.1% | -45.4% |
| All | +756.5% | +1,360.3% | -603.8% | +117.1% |
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