+48.4%
NU vs LNT
+36.9%
+11.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | +6.0% | +1.0% | +5.0% | +5.8% |
| 30D | +10.8% | -1.1% | +11.9% | +11.0% |
| 3M | +32.2% | -3.6% | +35.8% | +32.9% |
| 6M | +5.1% | -2.7% | +7.8% | +5.5% |
| YTD | -8.4% | +8.0% | -16.4% | -10.4% |
| 1Y | +0.7% | +10.5% | -9.7% | -2.0% |
| 3Y | +125.1% | +49.6% | +75.5% | +99.7% |
| All | +48.4% | +36.9% | +11.5% | +38.8% |
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 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