+35.8%
EQT vs LNT
+46.9%
-11.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.9% |
| 7D | -1.2% | -1.1% | -0.1% | -0.8% |
| 30D | +1.1% | -1.9% | +3.0% | +1.8% |
| 3M | +4.8% | -7.2% | +12.0% | +7.7% |
| 6M | -10.6% | -3.9% | -6.7% | -9.6% |
| YTD | +3.4% | +5.9% | -2.4% | +0.2% |
| 1Y | +8.7% | +8.4% | +0.3% | +4.3% |
| All | +35.8% | +46.9% | -11.1% | +13.7% |
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