+9.3%
GEHC vs LNT
+38.0%
-28.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.1% |
| 7D | -7.6% | +0.2% | -7.8% | -7.7% |
| 30D | -10.7% | -0.5% | -10.1% | -10.6% |
| 3M | -1.2% | -5.5% | +4.3% | +0.4% |
| 6M | -13.7% | -3.8% | -9.9% | -12.9% |
| YTD | -20.4% | +6.8% | -27.3% | -22.5% |
| 1Y | -17.0% | +9.3% | -26.4% | -20.0% |
| 3Y | +0.9% | +47.9% | -47.0% | -11.4% |
| All | +9.3% | +38.0% | -28.7% | -0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling