-58.5%
FIG vs LNT
+8.4%
-67.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.8% |
| 7D | -3.8% | -1.0% | -2.8% | -4.4% |
| 30D | -2.3% | -4.2% | +1.9% | -4.9% |
| 3M | +20.0% | -6.7% | +26.6% | +17.0% |
| 6M | -16.7% | -3.6% | -13.1% | -16.0% |
| YTD | -37.9% | +5.9% | -43.8% | -34.2% |
| 1Y | -58.5% | +7.3% | -65.8% | -54.3% |
| All | -58.5% | +8.4% | -67.0% | -54.3% |
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