+2,898.2%
LITE vs PWR
+1,764.1%
+1,134.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -12.3% | -6.4% | -10.7% |
| 7D | -44.6% | -19.9% | -24.7% | -35.7% |
| 30D | -55.0% | -29.3% | -25.8% | -43.1% |
| 3M | -38.3% | -25.5% | -12.8% | -24.0% |
| 6M | -48.8% | -34.0% | -14.7% | -31.0% |
| YTD | +38.3% | +20.7% | +17.6% | +32.4% |
| 1Y | +119.0% | +12.3% | +106.7% | +120.4% |
| 3Y | +1,092.0% | +201.9% | +890.1% | +672.6% |
| 5Y | +446.1% | +336.8% | +109.3% | +194.3% |
| 10Y | +1,381.7% | +1,748.9% | -367.2% | +322.1% |
| All | +2,898.2% | +1,764.1% | +1,134.1% | +729.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling