+44.7%
IBKR vs LNT
+8.1%
+36.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.4% |
| 7D | -3.3% | -0.1% | -3.2% | -3.3% |
| 30D | +4.5% | -3.2% | +7.6% | +3.0% |
| 3M | +6.5% | -4.1% | +10.5% | +4.2% |
| 6M | +34.2% | -4.6% | +38.8% | +30.9% |
| YTD | +44.5% | +7.0% | +37.5% | +45.1% |
| 1Y | +44.7% | +8.3% | +36.4% | +47.0% |
| All | +44.7% | +8.1% | +36.6% | +47.0% |
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