-30.0%
FN vs LNT
+11.5%
-41.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.0% | +12.7% | +11.3% |
| 7D | 0.0% | +1.4% | -1.5% | +0.4% |
| 30D | -34.3% | +12.3% | -46.6% | -33.4% |
| 3M | -39.9% | +5.3% | -45.2% | -39.4% |
| 6M | -51.8% | +2.0% | -53.9% | -52.9% |
| YTD | -28.1% | +15.3% | -43.4% | -27.4% |
| All | -30.0% | +11.5% | -41.5% | -28.5% |
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