+5,122.5%
NI vs LNT
+3,186.5%
+1,936.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.6% |
| 7D | +2.3% | +1.0% | +1.3% | +1.6% |
| 30D | -1.7% | -1.1% | -0.6% | -1.0% |
| 3M | -8.0% | -3.6% | -4.4% | -5.8% |
| 6M | -8.6% | -2.7% | -6.0% | -7.0% |
| YTD | +2.3% | +8.0% | -5.7% | -2.7% |
| 1Y | +6.9% | +10.5% | -3.5% | +0.3% |
| 3Y | +70.6% | +49.6% | +21.0% | +31.4% |
| 5Y | +96.4% | +32.2% | +64.2% | +63.6% |
| 10Y | +136.1% | +141.8% | -5.6% | +39.4% |
| All | +5,122.5% | +3,186.5% | +1,936.0% | +878.3% |
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