-11.4%
IGV vs LNT
+13.9%
-25.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -3.9% | -4.6% |
| 7D | -8.3% | +4.7% | -13.0% | -5.8% |
| 30D | -10.9% | +13.0% | -23.9% | -4.4% |
| 3M | -2.3% | +5.4% | -7.7% | +0.8% |
| 6M | +12.2% | +2.0% | +10.1% | +14.9% |
| YTD | -6.3% | +16.5% | -22.8% | +4.3% |
| 1Y | -11.4% | +13.3% | -24.7% | -2.0% |
| All | -11.4% | +13.9% | -25.2% | -2.0% |
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