+266.8%
FTI vs LNT
+46.9%
+219.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.7% |
| 7D | -5.6% | -1.1% | -4.5% | -5.5% |
| 30D | +0.4% | -1.9% | +2.3% | +0.7% |
| 3M | +8.1% | -7.2% | +15.3% | +9.2% |
| 6M | +16.7% | -3.9% | +20.6% | +17.1% |
| YTD | +70.0% | +5.9% | +64.1% | +67.6% |
| 1Y | +85.4% | +8.4% | +77.1% | +81.9% |
| All | +266.8% | +46.9% | +219.9% | +258.9% |
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