+115.1%
NOK vs LNT
+31.4%
+83.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.8% |
| 7D | +11.0% | -1.0% | +12.0% | +11.3% |
| 30D | +7.8% | -4.2% | +12.1% | +8.9% |
| 3M | -21.0% | -6.7% | -14.3% | -20.1% |
| 6M | +40.9% | -3.6% | +44.5% | +41.1% |
| YTD | +72.0% | +5.9% | +66.1% | +67.7% |
| 1Y | +140.9% | +7.3% | +133.7% | +133.6% |
| 3Y | +194.3% | +46.5% | +147.8% | +155.3% |
| All | +115.1% | +31.4% | +83.7% | +89.4% |
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