+1,344.4%
LITE vs PWR
+241.6%
+1,102.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -0.3% |
| 7D | -13.9% | -11.2% | -2.7% | -1.8% |
| 30D | -46.9% | -17.4% | -29.5% | -34.3% |
| 3M | -28.0% | -11.7% | -16.3% | -16.4% |
| 6M | -35.2% | -21.7% | -13.5% | -13.2% |
| YTD | +58.9% | +38.3% | +20.6% | +17.0% |
| 1Y | +125.3% | +29.6% | +95.7% | +80.2% |
| 3Y | +1,344.4% | +236.1% | +1,108.3% | +382.6% |
| All | +1,344.4% | +241.6% | +1,102.9% | +382.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling