-27.1%
AVTR vs LNT
+48.2%
-75.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.3% |
| 7D | +1.6% | +0.2% | +1.4% | +1.6% |
| 30D | +8.4% | -0.5% | +8.9% | +8.4% |
| 3M | +50.2% | -5.5% | +55.7% | +51.1% |
| 6M | +82.6% | -3.8% | +86.4% | +82.6% |
| YTD | +29.8% | +6.8% | +23.0% | +26.3% |
| 1Y | +16.0% | +9.3% | +6.7% | +11.8% |
| All | -27.1% | +48.2% | -75.3% | -36.7% |
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 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