+56.1%
B vs LNT
+9.7%
+46.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.2% |
| 7D | +1.0% | +0.2% | +0.9% | +1.0% |
| 30D | +9.5% | -0.5% | +10.0% | +9.5% |
| 3M | +14.3% | -5.5% | +19.9% | +15.1% |
| 6M | -1.9% | -3.8% | +1.9% | -1.6% |
| YTD | +4.1% | +6.8% | -2.7% | +2.8% |
| 1Y | +56.1% | +9.3% | +46.8% | +61.2% |
| All | +56.1% | +9.7% | +46.4% | +61.2% |
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 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