+490.8%
LITE vs PWR
+348.7%
+142.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.3% | -0.6% | +0.2% |
| 7D | -35.9% | -12.9% | -23.1% | -27.6% |
| 30D | -51.5% | -22.8% | -28.7% | -38.6% |
| 3M | -35.7% | -19.0% | -16.7% | -21.3% |
| 6M | -43.0% | -31.1% | -11.9% | -19.0% |
| YTD | +46.1% | +28.2% | +17.9% | +27.7% |
| 1Y | +124.7% | +22.2% | +102.5% | +106.6% |
| 3Y | +1,172.1% | +222.1% | +949.9% | +590.9% |
| All | +490.8% | +348.7% | +142.1% | +161.7% |
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