+29.9%
MCHP vs LNT
+13.9%
+16.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.3% | -5.6% | -2.6% |
| 7D | -5.4% | +7.2% | -12.5% | -3.5% |
| 30D | -7.5% | +15.6% | -23.2% | -3.9% |
| 3M | -6.0% | +5.2% | -11.2% | -5.0% |
| 6M | -20.1% | +1.7% | -21.7% | -20.4% |
| YTD | +20.2% | +17.0% | +3.2% | +25.7% |
| 1Y | +29.9% | +14.2% | +15.7% | +34.1% |
| All | +29.9% | +13.9% | +16.0% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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