+129.4%
LITE vs PWR
+30.1%
+99.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +9.4% | +1.3% | -0.3% |
| 7D | -12.9% | -4.8% | -8.1% | -8.2% |
| 30D | -46.0% | -16.2% | -29.8% | -33.2% |
| 3M | -33.0% | -11.9% | -21.1% | -21.2% |
| 6M | -34.0% | -20.6% | -13.5% | -10.3% |
| YTD | +61.7% | +40.3% | +21.5% | -0.3% |
| All | +129.4% | +30.1% | +99.3% | +63.1% |
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