+446.1%
LITE vs PWR
+349.5%
+96.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -12.3% | -6.4% | -7.9% |
| 7D | -44.6% | -19.9% | -24.7% | -32.5% |
| 30D | -55.0% | -29.3% | -25.8% | -38.6% |
| 3M | -38.3% | -25.5% | -12.8% | -18.8% |
| 6M | -48.8% | -34.0% | -14.7% | -24.4% |
| YTD | +38.3% | +20.7% | +17.6% | +27.6% |
| 1Y | +119.0% | +12.3% | +106.7% | +115.9% |
| 3Y | +1,092.0% | +201.9% | +890.1% | +585.8% |
| 5Y | +446.1% | +336.8% | +109.3% | +152.8% |
| All | +446.1% | +349.5% | +96.6% | +152.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling