-4.5%
HAL vs LNT
+50.4%
-55.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -0.8% |
| 7D | +0.5% | +1.0% | -0.6% | +0.3% |
| 30D | +15.9% | -1.1% | +17.0% | +16.1% |
| 3M | -8.7% | -3.6% | -5.1% | -8.3% |
| 6M | +9.0% | -2.7% | +11.7% | +9.2% |
| YTD | +32.0% | +8.0% | +24.0% | +29.3% |
| 1Y | +72.5% | +10.5% | +62.0% | +67.8% |
| 3Y | -4.5% | +49.6% | -54.1% | -11.6% |
| All | -4.5% | +50.4% | -55.0% | -11.6% |
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