+448.7%
FIX vs LNT
+57.3%
+391.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.0% | +6.5% | +5.4% |
| 7D | -17.5% | +1.4% | -18.9% | -17.3% |
| 30D | -41.6% | +12.3% | -53.9% | -41.4% |
| 3M | -40.6% | +5.3% | -45.9% | -40.4% |
| 6M | -49.4% | +2.0% | -51.4% | -49.4% |
| YTD | +9.2% | +15.3% | -6.1% | +9.1% |
| 1Y | +6.5% | +12.3% | -5.8% | +6.4% |
| 3Y | +448.7% | +59.1% | +389.6% | +438.9% |
| All | +448.7% | +57.3% | +391.4% | +438.9% |
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