+1,972.6%
NOW vs LNT
+412.1%
+1,560.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | -0.1% |
| 7D | -3.0% | +1.4% | -4.4% | -3.3% |
| 30D | -26.0% | +12.3% | -38.3% | -28.4% |
| 3M | -13.1% | +5.3% | -18.4% | -14.5% |
| 6M | +14.5% | +2.0% | +12.5% | +13.2% |
| YTD | -33.4% | +15.3% | -48.7% | -36.8% |
| 1Y | -40.6% | +12.3% | -52.9% | -43.3% |
| 3Y | -16.3% | +59.1% | -75.4% | -29.4% |
| 5Y | -26.3% | +51.7% | -78.0% | -37.6% |
| 10Y | +512.7% | +170.1% | +342.6% | +335.5% |
| All | +1,972.6% | +412.1% | +1,560.4% | +1,039.9% |
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