-59.8%
FISV vs LNT
+46.9%
-106.7%
-80.2%
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% | +0.8% |
| 7D | -7.2% | -1.1% | -6.1% | -6.9% |
| 30D | -7.2% | -1.9% | -5.2% | -6.7% |
| 3M | -8.2% | -7.2% | -1.0% | -6.2% |
| 6M | -17.7% | -3.9% | -13.8% | -17.0% |
| YTD | -27.2% | +5.9% | -33.0% | -29.4% |
| 1Y | -63.0% | +8.4% | -71.3% | -64.5% |
| All | -59.8% | +46.9% | -106.7% | -65.1% |
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