+67.6%
HAL vs LNT
+9.3%
+58.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +0.8% |
| 7D | -1.3% | +0.2% | -1.5% | -1.3% |
| 30D | +10.9% | -0.5% | +11.4% | +10.9% |
| 3M | -5.8% | -5.5% | -0.3% | -5.9% |
| 6M | +8.1% | -3.8% | +11.9% | +8.3% |
| YTD | +33.2% | +6.8% | +26.4% | +32.3% |
| All | +67.6% | +9.3% | +58.3% | +63.9% |
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 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