+211.0%
INTU vs LNT
+140.9%
+70.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.1% |
| 7D | -8.5% | +0.2% | -8.6% | -8.5% |
| 30D | -6.1% | -0.5% | -5.6% | -6.0% |
| 3M | +7.3% | -5.5% | +12.9% | +9.8% |
| 6M | -33.2% | -3.8% | -29.4% | -32.7% |
| YTD | -52.2% | +6.8% | -59.0% | -54.3% |
| 1Y | -52.7% | +9.3% | -62.0% | -55.4% |
| 3Y | -41.6% | +47.9% | -89.5% | -53.8% |
| 5Y | -42.6% | +31.6% | -74.2% | -52.3% |
| 10Y | +211.0% | +150.1% | +60.9% | +94.5% |
| All | +211.0% | +140.9% | +70.1% | +94.5% |
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