+311.9%
ATI vs LNT
+67.4%
+244.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.5% | -4.2% | -3.8% |
| 7D | +4.2% | +1.0% | +3.1% | +4.0% |
| 30D | -2.5% | +9.6% | -12.1% | -3.7% |
| 3M | -19.4% | +5.4% | -24.8% | -20.0% |
| 6M | +11.1% | +3.1% | +8.0% | +10.2% |
| YTD | +59.5% | +16.5% | +43.1% | +54.2% |
| 1Y | +85.8% | +12.3% | +73.5% | +80.9% |
| 3Y | +311.9% | +70.3% | +241.6% | +256.5% |
| All | +311.9% | +67.4% | +244.5% | +256.5% |
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 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