-5.3%
IGV vs LNT
+11.3%
-16.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | 0.0% |
| 7D | +2.3% | +1.0% | +1.3% | +2.9% |
| 30D | -6.0% | +9.6% | -15.6% | -0.7% |
| 3M | -4.8% | +5.4% | -10.2% | -1.8% |
| 6M | +14.2% | +3.1% | +11.1% | +17.7% |
| YTD | -4.2% | +16.5% | -20.7% | +7.9% |
| 1Y | -5.3% | +12.3% | -17.6% | +5.3% |
| All | -5.3% | +11.3% | -16.6% | +5.3% |
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