-1.6%
NDAQ vs LNT
+8.3%
-9.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.4% |
| 7D | -6.8% | -1.1% | -5.7% | -6.8% |
| 30D | -3.2% | -1.9% | -1.2% | -3.3% |
| 3M | +6.5% | -7.2% | +13.7% | +6.1% |
| 6M | +5.7% | -3.9% | +9.6% | +6.2% |
| YTD | -4.6% | +5.9% | -10.5% | -2.8% |
| 1Y | -1.6% | +8.4% | -9.9% | -0.6% |
| All | -1.6% | +8.3% | -9.9% | -0.6% |
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