+50.6%
AA vs LNT
+8.4%
+42.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -3.4% | -1.0% | -2.4% | -3.7% |
| 30D | -5.8% | -4.2% | -1.5% | -6.7% |
| 3M | -29.9% | -6.7% | -23.2% | -30.2% |
| 6M | -27.0% | -3.6% | -23.4% | -26.5% |
| YTD | -8.7% | +5.9% | -14.6% | -4.0% |
| 1Y | +50.6% | +7.3% | +43.4% | +65.8% |
| All | +50.6% | +8.4% | +42.2% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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