+116.4%
HPE vs LNT
+13.9%
+102.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.3% | -8.0% | -4.5% |
| 7D | -17.0% | +7.2% | -24.1% | -14.2% |
| 30D | -26.7% | +15.6% | -42.3% | -22.4% |
| 3M | -4.1% | +5.2% | -9.3% | -2.0% |
| 6M | +75.4% | +1.7% | +73.8% | +75.4% |
| YTD | +111.0% | +17.0% | +94.0% | +124.7% |
| 1Y | +116.4% | +14.2% | +102.2% | +127.8% |
| All | +116.4% | +13.9% | +102.5% | +127.8% |
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