+35.8%
LIN vs LNT
+66.5%
-30.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | +0.2% | -0.5% | +0.8% | +0.4% |
| 30D | +6.2% | +9.9% | -3.8% | +3.4% |
| 3M | +9.3% | +4.8% | +4.5% | +7.9% |
| 6M | +4.4% | +2.2% | +2.2% | +3.7% |
| YTD | +23.7% | +15.9% | +7.9% | +18.6% |
| 1Y | +23.5% | +10.6% | +12.9% | +19.9% |
| All | +35.8% | +66.5% | -30.7% | +24.3% |
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