+358.3%
DELL vs LNT
+8.4%
+349.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | +8.2% | -1.0% | +9.3% | +7.8% |
| 30D | +17.1% | -4.2% | +21.3% | +15.1% |
| 3M | +45.2% | -6.7% | +51.8% | +40.6% |
| 6M | +286.8% | -3.6% | +290.3% | +278.5% |
| YTD | +354.8% | +5.9% | +348.9% | +356.8% |
| 1Y | +358.3% | +7.3% | +351.0% | +359.6% |
| All | +358.3% | +8.4% | +349.8% | +359.6% |
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