+103.5%
NU vs LNT
+46.9%
+56.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | -4.2% | -1.1% | -3.1% | -4.1% |
| 30D | +10.0% | -1.9% | +12.0% | +10.3% |
| 3M | +29.3% | -7.2% | +36.4% | +30.4% |
| 6M | +0.9% | -3.9% | +4.8% | +1.3% |
| YTD | -10.3% | +5.9% | -16.1% | -11.5% |
| 1Y | -3.2% | +8.4% | -11.5% | -4.9% |
| All | +103.5% | +46.9% | +56.6% | +82.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling