-6.7%
EFX vs LNT
+13.9%
-20.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.1% | +1.5% |
| 7D | +9.2% | +7.2% | +2.0% | +6.6% |
| 30D | +34.8% | +15.6% | +19.2% | +29.5% |
| 3M | +8.8% | +5.2% | +3.6% | +6.1% |
| 6M | +12.3% | +1.7% | +10.6% | +10.6% |
| YTD | -10.6% | +17.0% | -27.6% | -7.5% |
| 1Y | -6.7% | +14.2% | -21.0% | -2.6% |
| All | -6.7% | +13.9% | -20.7% | -2.6% |
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