-37.8%
HDB vs LNT
+31.1%
-68.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.6% |
| 7D | -4.9% | +0.2% | -5.0% | -4.9% |
| 30D | -5.8% | -0.5% | -5.3% | -5.8% |
| 3M | -5.2% | -5.5% | +0.3% | -4.2% |
| 6M | -25.7% | -3.8% | -21.9% | -25.3% |
| YTD | -39.6% | +6.8% | -46.4% | -40.6% |
| 1Y | -36.9% | +9.3% | -46.2% | -38.2% |
| 3Y | -29.7% | +47.9% | -77.7% | -36.0% |
| 5Y | -37.8% | +31.6% | -69.4% | -42.9% |
| All | -37.8% | +31.1% | -68.9% | -42.9% |
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 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