+14.2%
LNT vs PNR
-31.2%
+45.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.3% | -1.0% | +1.9% |
| 7D | +7.2% | +11.9% | -4.7% | +5.9% |
| 30D | +15.6% | +37.1% | -21.5% | +11.9% |
| 3M | +5.2% | +5.7% | -0.5% | +4.2% |
| 6M | +1.7% | -5.7% | +7.3% | +1.3% |
| YTD | +17.0% | -29.8% | +46.8% | +16.7% |
| 1Y | +14.2% | -31.8% | +46.0% | +14.2% |
| All | +14.2% | -31.2% | +45.4% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 1y: compounded portfolio wealth divided by compounded PNR 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…
1y analysis · Full analysis span regression · 6 months rolling