-33.9%
INTU vs LNT
+65.0%
-98.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | -1.2% | +1.6% | -2.8% | -1.2% |
| 30D | +12.4% | +12.1% | +0.4% | +12.7% |
| 3M | +2.3% | +8.2% | -5.9% | +2.3% |
| 6M | -13.3% | +3.6% | -16.9% | -13.1% |
| YTD | -47.9% | +16.2% | -64.1% | -48.3% |
| 1Y | -47.2% | +12.8% | -59.9% | -47.3% |
| 3Y | -33.9% | +66.5% | -100.4% | -38.5% |
| All | -33.9% | +65.0% | -98.9% | -38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling