+98.0%
NI vs LNT
+30.4%
+67.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.1% |
| 7D | -0.6% | -1.1% | +0.5% | +0.3% |
| 30D | -1.4% | -1.9% | +0.5% | +0.1% |
| 3M | -10.6% | -7.2% | -3.4% | -5.1% |
| 6M | -9.9% | -3.9% | -6.0% | -7.1% |
| YTD | +1.2% | +5.9% | -4.7% | -3.6% |
| 1Y | +4.4% | +8.4% | -3.9% | -2.3% |
| 3Y | +68.6% | +46.6% | +22.0% | +21.9% |
| 5Y | +98.0% | +32.4% | +65.6% | +54.5% |
| All | +98.0% | +30.4% | +67.6% | +54.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling