+1,865.8%
PWR vs LII
+170.7%
+1,695.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.2% | +7.2% | +8.3% |
| 7D | -4.8% | -1.2% | -3.6% | -4.4% |
| 30D | -16.2% | -2.0% | -14.3% | -16.4% |
| 3M | -11.9% | -20.2% | +8.3% | -3.1% |
| 6M | -20.6% | -32.5% | +12.0% | -6.9% |
| YTD | +40.3% | -27.4% | +67.6% | +56.3% |
| 1Y | +33.0% | -28.2% | +61.2% | +48.9% |
| 3Y | +250.0% | -7.2% | +257.2% | +230.6% |
| 5Y | +404.2% | +19.9% | +384.3% | +301.4% |
| 10Y | +1,865.8% | +168.6% | +1,697.2% | +925.4% |
| All | +1,865.8% | +170.7% | +1,695.1% | +925.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 10y: compounded portfolio wealth divided by compounded LII 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…
10y analysis · Full analysis span regression · 6 months rolling