+8.3%
LNT vs PTC
-33.3%
+41.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.0% | +6.0% | -0.4% |
| 7D | -0.1% | -10.3% | +10.2% | -0.6% |
| 30D | -3.2% | +1.1% | -4.3% | -3.1% |
| 3M | -4.1% | +1.6% | -5.7% | -4.1% |
| 6M | -4.6% | -13.5% | +8.9% | -5.1% |
| YTD | +7.0% | -19.1% | +26.1% | +6.5% |
| 1Y | +8.3% | -33.9% | +42.2% | +9.0% |
| All | +8.3% | -33.3% | +41.5% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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