+143.3%
DELL vs LNT
+13.9%
+129.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.3% | -11.1% | -7.5% |
| 7D | -24.6% | +7.2% | -31.7% | -21.8% |
| 30D | -32.5% | +15.6% | -48.1% | -28.1% |
| 3M | -20.2% | +5.2% | -25.4% | -18.8% |
| 6M | +76.5% | +1.7% | +74.8% | +80.4% |
| YTD | +198.9% | +17.0% | +181.9% | +219.0% |
| 1Y | +143.3% | +14.2% | +129.1% | +159.1% |
| All | +143.3% | +13.9% | +129.4% | +159.1% |
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