+1,533.3%
LITE vs PWR
+1,915.1%
-381.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +9.4% | +1.3% | +3.8% |
| 7D | -12.9% | -4.8% | -8.1% | -9.2% |
| 30D | -46.0% | -16.2% | -29.8% | -37.8% |
| 3M | -33.0% | -11.9% | -21.1% | -25.0% |
| 6M | -34.0% | -20.6% | -13.5% | -19.3% |
| YTD | +61.7% | +40.3% | +21.5% | +36.6% |
| 1Y | +148.3% | +33.0% | +115.3% | +119.6% |
| 3Y | +1,408.5% | +250.0% | +1,158.5% | +703.7% |
| 5Y | +546.2% | +404.2% | +142.0% | +174.9% |
| 10Y | +1,533.3% | +1,865.8% | -332.5% | +226.0% |
| All | +1,533.3% | +1,915.1% | -381.8% | +226.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling