+94.8%
AUR vs LNT
+46.9%
+47.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +1.4% | -1.0% | +2.5% | +1.6% |
| 30D | -6.4% | -4.2% | -2.2% | -5.9% |
| 3M | +7.7% | -6.7% | +14.4% | +8.3% |
| 6M | +44.5% | -3.6% | +48.1% | +43.9% |
| YTD | +67.4% | +5.9% | +61.6% | +62.3% |
| 1Y | +15.4% | +7.3% | +8.2% | +11.4% |
| 3Y | +94.8% | +46.5% | +48.4% | +48.9% |
| All | +94.8% | +46.9% | +47.9% | +48.9% |
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