+456.7%
PWR vs LII
+25.8%
+430.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.4% | +3.7% | +2.9% |
| 7D | +4.5% | +2.1% | +2.4% | +3.5% |
| 30D | -4.9% | -12.4% | +7.5% | +0.6% |
| 3M | -7.9% | -24.8% | +16.9% | +2.6% |
| 6M | +18.3% | -25.2% | +43.5% | +31.5% |
| YTD | +51.5% | -20.3% | +71.8% | +62.2% |
| 1Y | +70.3% | -32.9% | +103.3% | +97.6% |
| 3Y | +210.6% | +2.0% | +208.6% | +186.5% |
| 5Y | +456.7% | +24.4% | +432.2% | +353.3% |
| All | +456.7% | +25.8% | +430.9% | +353.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling