+555.0%
LITE vs EVRG
+18.5%
+536.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.9% | +10.2% | +11.1% |
| 7D | +12.6% | +0.9% | +11.7% | +12.7% |
| 30D | +9.9% | -0.5% | +10.5% | +9.7% |
| 3M | +9.3% | +1.5% | +7.8% | +9.3% |
| 6M | +75.2% | +1.2% | +74.1% | +75.4% |
| YTD | +165.5% | +16.3% | +149.2% | +175.0% |
| 1Y | +555.0% | +20.3% | +534.7% | +659.7% |
| All | +555.0% | +18.5% | +536.5% | +659.7% |
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