+9.3%
LNT vs PTC
-39.6%
+48.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.3% | +2.2% | -1.3% |
| 7D | +0.2% | -13.6% | +13.7% | -0.6% |
| 30D | -0.5% | -14.7% | +14.1% | -1.3% |
| 3M | -5.5% | -5.9% | +0.4% | -5.9% |
| 6M | -3.8% | -21.1% | +17.3% | -4.9% |
| YTD | +6.8% | -26.0% | +32.8% | +5.7% |
| 1Y | +9.3% | -36.8% | +46.1% | +9.7% |
| All | +9.3% | -39.6% | +48.9% | +9.7% |
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