+133.9%
HL vs LNT
+8.1%
+125.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +1.5% | -0.1% | +1.6% | +1.5% |
| 30D | +25.1% | -3.2% | +28.2% | +24.9% |
| 3M | +22.9% | -4.1% | +27.0% | +22.6% |
| 6M | -4.9% | -4.6% | -0.3% | -4.8% |
| YTD | +7.8% | +7.0% | +0.8% | +8.3% |
| 1Y | +133.9% | +8.3% | +125.6% | +140.4% |
| All | +133.9% | +8.1% | +125.8% | +140.4% |
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