+155.0%
HPE vs LNT
+8.4%
+146.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | 0.0% | +12.4% | +12.4% |
| 7D | +19.4% | -1.0% | +20.4% | +19.0% |
| 30D | +5.6% | -4.2% | +9.9% | +4.2% |
| 3M | +33.1% | -6.7% | +39.7% | +28.9% |
| 6M | +192.5% | -3.6% | +196.0% | +183.2% |
| YTD | +160.9% | +5.9% | +155.0% | +156.9% |
| 1Y | +155.0% | +7.3% | +147.7% | +152.8% |
| All | +155.0% | +8.4% | +146.5% | +152.8% |
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