+21.8%
DOW vs LNT
+8.4%
+13.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -1.4% | -1.0% | -0.3% | -1.3% |
| 30D | -3.9% | -4.2% | +0.3% | -3.6% |
| 3M | -12.7% | -6.7% | -6.0% | -11.8% |
| 6M | -13.7% | -3.6% | -10.1% | -13.7% |
| YTD | +28.4% | +5.9% | +22.5% | +23.2% |
| 1Y | +21.8% | +7.3% | +14.5% | +17.2% |
| All | +21.8% | +8.4% | +13.3% | +17.2% |
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