+91.1%
NDAQ vs LNT
+48.2%
+42.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.6% |
| 7D | -1.6% | +0.2% | -1.7% | -1.6% |
| 30D | -1.5% | -0.5% | -1.0% | -1.4% |
| 3M | +8.0% | -5.5% | +13.6% | +9.7% |
| 6M | +7.7% | -3.8% | +11.5% | +8.6% |
| YTD | -2.3% | +6.8% | -9.2% | -5.5% |
| 1Y | +0.6% | +9.3% | -8.8% | -3.7% |
| All | +91.1% | +48.2% | +42.9% | +62.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling