+8.2%
HD vs LNT
+56.3%
-48.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +2.4% |
| 7D | +3.6% | +0.6% | +3.0% | +3.4% |
| 30D | +21.6% | +12.4% | +9.2% | +15.5% |
| 3M | +0.1% | +6.7% | -6.6% | -2.7% |
| 6M | +13.0% | +3.9% | +9.1% | +11.0% |
| YTD | +4.9% | +16.5% | -11.6% | -2.1% |
| 1Y | -2.1% | +12.5% | -14.6% | -7.3% |
| 3Y | +32.6% | +66.9% | -34.3% | +4.3% |
| 5Y | +8.2% | +56.1% | -47.8% | -10.6% |
| All | +8.2% | +56.3% | -48.0% | -10.6% |
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 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