-52.7%
INTU vs LNT
+9.7%
-62.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -2.2% |
| 7D | -8.5% | +0.2% | -8.6% | -8.3% |
| 30D | -6.1% | -0.5% | -5.6% | -6.3% |
| 3M | +7.3% | -5.5% | +12.9% | +5.5% |
| 6M | -33.2% | -3.8% | -29.4% | -32.7% |
| YTD | -52.2% | +6.8% | -59.0% | -48.5% |
| 1Y | -52.7% | +9.3% | -62.0% | -48.5% |
| All | -52.7% | +9.7% | -62.4% | -48.5% |
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 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