-40.7%
INTU vs LNT
+50.4%
-91.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.1% | -4.1% |
| 7D | -7.5% | +1.0% | -8.6% | -7.5% |
| 30D | -1.9% | -1.1% | -0.8% | -2.0% |
| 3M | +4.9% | -3.6% | +8.5% | +5.0% |
| 6M | -33.2% | -2.7% | -30.6% | -33.1% |
| YTD | -51.4% | +8.0% | -59.4% | -51.8% |
| 1Y | -52.0% | +10.5% | -62.4% | -52.6% |
| 3Y | -40.7% | +49.6% | -90.3% | -45.0% |
| All | -40.7% | +50.4% | -91.1% | -45.0% |
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