+124.7%
LITE vs PWR
+19.4%
+105.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.3% | -0.6% | -1.7% |
| 7D | -35.9% | -12.9% | -23.1% | -25.1% |
| 30D | -51.5% | -22.8% | -28.7% | -33.9% |
| 3M | -35.7% | -19.0% | -16.7% | -16.6% |
| 6M | -43.0% | -31.1% | -11.9% | -8.6% |
| YTD | +46.1% | +28.2% | +17.9% | -0.7% |
| 1Y | +124.7% | +22.2% | +102.5% | +68.8% |
| All | +124.7% | +19.4% | +105.3% | +68.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling