+47.9%
ED vs LNT
+65.0%
-17.2%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | +2.1% | +1.6% | +0.6% | +1.0% |
| 30D | +12.4% | +12.1% | +0.4% | +3.3% |
| 3M | +13.1% | +8.2% | +4.9% | +6.6% |
| 6M | +14.1% | +3.6% | +10.4% | +10.9% |
| YTD | +23.1% | +16.2% | +6.9% | +10.0% |
| 1Y | +25.4% | +12.8% | +12.7% | +14.6% |
| 3Y | +47.9% | +66.5% | -18.7% | +0.2% |
| All | +47.9% | +65.0% | -17.2% | +0.2% |
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 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