+20.3%
ARM vs LNT
+12.7%
+7.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.1% | +5.6% | +7.8% |
| 7D | -5.3% | +0.6% | -5.9% | -4.7% |
| 30D | -30.0% | +12.4% | -42.4% | -21.3% |
| 3M | -34.1% | +6.7% | -40.8% | -29.8% |
| 6M | -12.6% | +3.9% | -16.6% | -8.7% |
| YTD | +70.4% | +16.5% | +53.9% | +85.6% |
| All | +20.3% | +12.7% | +7.6% | +30.7% |
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