+33.2%
LNT vs NTR
+45.7%
-12.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -1.0% | -1.3% | +0.2% | -0.9% |
| 30D | -4.2% | +16.8% | -21.0% | -5.7% |
| 3M | -6.7% | +20.7% | -27.4% | -8.5% |
| 6M | -3.6% | +0.5% | -4.1% | -3.8% |
| YTD | +5.9% | +29.2% | -23.3% | +2.7% |
| 1Y | +7.3% | +39.6% | -32.3% | +3.0% |
| 3Y | +46.5% | +37.9% | +8.6% | +39.7% |
| All | +33.2% | +45.7% | -12.5% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 5y: compounded portfolio wealth divided by compounded NTR 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…
5y analysis · Full analysis span regression · 6 months rolling