+5,083.9%
LITE vs PWR
+2,186.5%
+2,897.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +3.6% |
| 7D | -1.5% | +3.6% | -5.1% | -3.7% |
| 30D | +6.7% | -8.6% | +15.2% | +13.2% |
| 3M | -6.8% | -13.2% | +6.4% | +3.3% |
| 6M | +29.4% | +9.9% | +19.5% | +26.0% |
| YTD | +139.1% | +48.0% | +91.1% | +97.1% |
| 1Y | +521.0% | +66.2% | +454.8% | +388.6% |
| 3Y | +1,535.3% | +195.1% | +1,340.2% | +901.3% |
| 5Y | +889.8% | +442.6% | +447.3% | +355.8% |
| 10Y | +2,400.7% | +2,334.2% | +66.5% | +506.8% |
| All | +5,083.9% | +2,186.5% | +2,897.3% | +1,134.3% |
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