+499.6%
PLTR vs LITE
+477.4%
+22.2%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.7% | -2.2% | +1.9% |
| 7D | -12.9% | -35.9% | +23.0% | -1.9% |
| 30D | -17.4% | -51.5% | +34.1% | 0.0% |
| 3M | +2.9% | -35.7% | +38.6% | +11.9% |
| 6M | +19.9% | -43.0% | +62.8% | +29.2% |
| YTD | -9.8% | +46.1% | -55.9% | -37.9% |
| 1Y | -8.4% | +124.7% | -133.1% | -49.4% |
| 3Y | +765.0% | +1,172.1% | -407.0% | +70.9% |
| All | +499.6% | +477.4% | +22.2% | +102.9% |
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