+17.6%
IP vs LNT
+186.9%
-169.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.2% |
| 7D | -0.3% | +1.0% | -1.3% | -0.8% |
| 30D | +7.9% | +9.6% | -1.7% | +3.3% |
| 3M | -15.3% | +5.4% | -20.7% | -17.5% |
| 6M | +10.5% | +3.1% | +7.4% | +8.6% |
| YTD | -9.4% | +16.5% | -25.9% | -16.3% |
| 1Y | -4.6% | +12.3% | -16.9% | -10.3% |
| 3Y | +21.2% | +70.3% | -49.1% | -8.5% |
| 5Y | -13.3% | +56.4% | -69.7% | -32.9% |
| All | +17.6% | +186.9% | -169.3% | -20.6% |
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