+31.4%
PWR vs LII
-28.3%
+59.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.2% | +7.2% | +8.9% |
| 7D | -4.8% | -1.2% | -3.6% | -4.5% |
| 30D | -16.2% | -2.0% | -14.3% | -16.5% |
| 3M | -11.9% | -20.2% | +8.3% | -6.7% |
| 6M | -20.6% | -32.5% | +12.0% | -12.0% |
| YTD | +40.3% | -27.4% | +67.6% | +49.0% |
| All | +31.4% | -28.3% | +59.8% | +41.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling