-31.9%
ADSK vs LNT
+8.1%
-40.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | 0.0% | -8.2% | -8.3% |
| 7D | -16.4% | -0.1% | -16.3% | -16.4% |
| 30D | -9.2% | -3.2% | -6.0% | -10.0% |
| 3M | -6.7% | -4.1% | -2.7% | -6.8% |
| 6M | -15.5% | -4.6% | -10.9% | -15.4% |
| YTD | -26.4% | +7.0% | -33.4% | -23.4% |
| 1Y | -31.9% | +8.3% | -40.2% | -28.5% |
| All | -31.9% | +8.1% | -40.0% | -28.5% |
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