+233.5%
INTU vs LNT
+184.1%
+49.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | -3.9% | -0.2% | -3.7% | -3.8% |
| 30D | +12.0% | +11.6% | +0.4% | +6.9% |
| 3M | +2.3% | +8.2% | -5.8% | -1.1% |
| 6M | -12.1% | +3.1% | -15.2% | -13.7% |
| YTD | -47.5% | +16.8% | -64.3% | -51.8% |
| 1Y | -46.9% | +11.6% | -58.5% | -50.1% |
| 3Y | -33.5% | +67.4% | -100.8% | -50.2% |
| 5Y | -41.2% | +56.8% | -98.0% | -55.2% |
| 10Y | +233.5% | +185.0% | +48.5% | +97.4% |
| All | +233.5% | +184.1% | +49.4% | +97.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling