+286.5%
ARM vs LNT
+66.5%
+220.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -2.2% |
| 7D | +19.8% | -0.5% | +20.4% | +19.4% |
| 30D | -21.8% | +9.9% | -31.7% | -16.9% |
| 3M | -26.5% | +4.8% | -31.3% | -24.2% |
| 6M | -3.9% | +2.2% | -6.1% | -1.4% |
| YTD | +82.8% | +15.9% | +66.9% | +98.0% |
| 1Y | +34.3% | +10.6% | +23.8% | +42.9% |
| All | +286.5% | +66.5% | +220.0% | +439.2% |
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