-55.8%
FIG vs LNT
+8.1%
-63.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.3% | -4.4% |
| 7D | -16.3% | -0.1% | -16.2% | -16.4% |
| 30D | -14.3% | -3.2% | -11.1% | -15.7% |
| 3M | +7.2% | -4.1% | +11.2% | +7.1% |
| 6M | -18.6% | -4.6% | -14.1% | -18.5% |
| YTD | -35.5% | +7.0% | -42.5% | -32.6% |
| 1Y | -55.8% | +8.3% | -64.1% | -53.1% |
| All | -55.8% | +8.1% | -63.9% | -53.1% |
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