-41.3%
FIS vs LNT
+66.5%
-107.8%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.8% | -5.3% | -5.9% |
| 7D | -3.5% | -0.5% | -3.0% | -3.3% |
| 30D | -19.4% | +9.9% | -29.4% | -21.7% |
| 3M | -31.6% | +4.8% | -36.4% | -32.6% |
| 6M | -32.5% | +2.2% | -34.7% | -33.1% |
| YTD | -56.0% | +15.9% | -71.8% | -58.5% |
| 1Y | -55.5% | +10.6% | -66.1% | -57.3% |
| All | -41.3% | +66.5% | -107.8% | -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 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