+19.2%
AR vs LNT
+8.3%
+10.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | -1.3% | -1.1% | -0.2% | -1.3% |
| 30D | +3.5% | -1.9% | +5.5% | +3.6% |
| 3M | +9.9% | -7.2% | +17.1% | +10.9% |
| 6M | +4.5% | -3.9% | +8.4% | +5.0% |
| YTD | +13.7% | +5.9% | +7.8% | +10.4% |
| 1Y | +19.2% | +8.4% | +10.9% | +16.5% |
| All | +19.2% | +8.3% | +10.9% | +16.5% |
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