+2,327.9%
NDAQ vs LNT
+1,252.3%
+1,075.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.8% | -1.8% |
| 7D | -2.4% | -0.1% | -2.4% | -2.4% |
| 30D | +2.5% | -3.2% | +5.6% | +4.1% |
| 3M | +9.9% | -4.1% | +14.0% | +12.0% |
| 6M | +9.4% | -4.6% | +14.0% | +11.5% |
| YTD | +0.4% | +7.0% | -6.6% | -4.2% |
| 1Y | +4.0% | +8.3% | -4.3% | -1.6% |
| 3Y | +94.4% | +51.0% | +43.4% | +51.4% |
| 5Y | +56.7% | +30.2% | +26.6% | +30.0% |
| 10Y | +375.3% | +143.6% | +231.7% | +171.7% |
| All | +2,327.9% | +1,252.3% | +1,075.5% | +544.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling