+18.9%
ADP vs LNT
+49.0%
-30.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.1% |
| 7D | -3.4% | -0.1% | -3.3% | -3.4% |
| 30D | +2.8% | -3.2% | +6.0% | +3.6% |
| 3M | +20.9% | -4.1% | +25.0% | +22.2% |
| 6M | +29.9% | -4.6% | +34.4% | +31.2% |
| YTD | +9.6% | +7.0% | +2.6% | +6.5% |
| 1Y | -5.3% | +8.3% | -13.6% | -8.5% |
| All | +18.9% | +49.0% | -30.2% | +5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling