+81.3%
FN vs LNT
+58.9%
+22.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -0.4% | -13.8% | -14.3% |
| 7D | -16.0% | +4.7% | -20.7% | -15.1% |
| 30D | -40.1% | +13.0% | -53.1% | -38.7% |
| 3M | -43.9% | +5.4% | -49.3% | -43.3% |
| 6M | -55.6% | +2.0% | -57.7% | -55.5% |
| YTD | -35.7% | +16.5% | -52.1% | -33.9% |
| 1Y | -39.8% | +13.3% | -53.1% | -38.4% |
| All | +81.3% | +58.9% | +22.4% | +81.4% |
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