-28.6%
NOW vs LNT
+9.4%
-37.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.9% | -5.9% | -4.3% |
| 7D | -6.1% | +1.0% | -7.1% | -5.4% |
| 30D | +7.5% | -1.1% | +8.6% | +6.9% |
| 3M | +17.5% | -3.6% | +21.1% | +16.3% |
| 6M | +7.9% | -2.7% | +10.6% | +8.3% |
| YTD | -12.4% | +8.0% | -20.4% | -8.2% |
| 1Y | -28.6% | +10.5% | -39.0% | -27.7% |
| All | -28.6% | +9.4% | -37.9% | -27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling