+13.8%
IP vs LNT
+58.9%
-45.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.5% | -3.8% |
| 7D | -5.0% | +4.7% | -9.7% | -6.5% |
| 30D | +6.5% | +13.0% | -6.5% | +2.0% |
| 3M | -18.0% | +5.4% | -23.4% | -19.6% |
| 6M | +10.3% | +2.0% | +8.3% | +9.5% |
| YTD | -9.9% | +16.5% | -26.4% | -15.3% |
| 1Y | -1.1% | +13.3% | -14.3% | -6.0% |
| All | +13.8% | +58.9% | -45.1% | -8.6% |
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 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