+54.6%
FTI vs LNT
+13.9%
+40.7%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.3% | -5.6% | -3.1% |
| 7D | -9.7% | +7.2% | -16.8% | -9.1% |
| 30D | -8.2% | +15.6% | -23.8% | -7.7% |
| 3M | -7.8% | +5.2% | -13.0% | -7.1% |
| 6M | -13.4% | +1.7% | -15.1% | -12.7% |
| YTD | +45.1% | +17.0% | +28.0% | +45.1% |
| 1Y | +54.6% | +14.2% | +40.3% | +54.2% |
| All | +54.6% | +13.9% | +40.7% | +54.2% |
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