+53.8%
LNT vs PTC
+60.7%
-6.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +1.0% | +0.5% | +0.6% | +1.0% |
| 30D | +9.6% | +1.2% | +8.4% | +9.5% |
| 3M | +5.4% | +27.4% | -22.0% | +3.5% |
| 6M | +3.1% | +39.2% | -36.1% | +0.3% |
| YTD | +16.5% | +12.5% | +4.0% | +15.8% |
| 1Y | +12.3% | +12.3% | 0.0% | +11.6% |
| 3Y | +70.3% | +28.8% | +41.5% | +63.2% |
| All | +53.8% | +60.7% | -6.9% | +40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling