+496.1%
PLTR vs LITE
+468.9%
+27.3%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -18.7% | +8.9% | -4.4% |
| 7D | -21.1% | -44.6% | +23.5% | -7.4% |
| 30D | -19.3% | -55.0% | +35.7% | -0.3% |
| 3M | -2.2% | -38.3% | +36.1% | +7.7% |
| 6M | +14.0% | -48.8% | +62.8% | +27.1% |
| YTD | -12.8% | +38.3% | -51.1% | -39.0% |
| 1Y | -17.5% | +119.0% | -136.5% | -54.3% |
| 3Y | +720.5% | +1,092.0% | -371.5% | +66.3% |
| 5Y | +496.1% | +446.1% | +50.0% | +100.7% |
| All | +496.1% | +468.9% | +27.3% | +100.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling