+232.7%
LITE vs EVRG
+15.1%
+217.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.9% | -8.7% | -7.8% |
| 7D | -31.4% | +2.3% | -33.8% | -31.5% |
| 30D | -42.6% | +9.0% | -51.6% | -43.3% |
| 3M | -26.2% | +3.7% | -29.9% | -26.7% |
| 6M | -35.8% | +6.8% | -42.6% | -36.5% |
| YTD | +70.0% | +21.9% | +48.1% | +51.0% |
| 1Y | +232.7% | +15.8% | +216.9% | +236.5% |
| All | +232.7% | +15.1% | +217.6% | +236.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 1y: compounded portfolio wealth divided by compounded EVRG 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…
1y analysis · Full analysis span regression · 6 months rolling