+502.5%
FIX vs LNT
+66.5%
+436.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.9% |
| 7D | +17.0% | -0.5% | +17.5% | +16.9% |
| 30D | -30.6% | +9.9% | -40.5% | -30.3% |
| 3M | -35.0% | +4.8% | -39.8% | -34.8% |
| 6M | -44.0% | +2.2% | -46.1% | -44.0% |
| YTD | +21.1% | +15.9% | +5.3% | +21.1% |
| 1Y | +16.3% | +10.6% | +5.7% | +16.3% |
| All | +502.5% | +66.5% | +436.0% | +456.6% |
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