+34,054.1%
HD vs LNT
+3,435.0%
+30,619.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +5.2% | +1.6% | +3.6% | +4.6% |
| 30D | +20.7% | +12.1% | +8.7% | +15.2% |
| 3M | +0.8% | +8.2% | -7.4% | -2.5% |
| 6M | +12.2% | +3.6% | +8.6% | +10.5% |
| YTD | +4.2% | +16.2% | -12.0% | -2.3% |
| 1Y | -2.6% | +12.8% | -15.4% | -7.6% |
| 3Y | +30.0% | +66.5% | -36.5% | +3.9% |
| 5Y | +8.1% | +53.8% | -45.7% | -11.6% |
| 10Y | +247.2% | +182.5% | +64.6% | +118.8% |
| All | +34,054.1% | +3,435.0% | +30,619.1% | +7,135.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling