+1,172.1%
LITE vs LNT
+57.3%
+1,114.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.0% | +6.7% | +5.6% |
| 7D | -35.9% | +1.4% | -37.4% | -35.9% |
| 30D | -51.5% | +12.3% | -63.8% | -51.8% |
| 3M | -35.7% | +5.3% | -41.1% | -35.9% |
| 6M | -43.0% | +2.0% | -45.0% | -43.2% |
| YTD | +46.1% | +15.3% | +30.9% | +45.2% |
| 1Y | +124.7% | +12.3% | +112.4% | +123.8% |
| 3Y | +1,172.1% | +59.1% | +1,113.0% | +1,019.5% |
| All | +1,172.1% | +57.3% | +1,114.8% | +1,019.5% |
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