+712.5%
NVT vs LNT
+109.9%
+602.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.8% |
| 7D | +2.0% | -1.1% | +3.1% | +2.5% |
| 30D | -7.2% | -1.9% | -5.2% | -6.4% |
| 3M | -0.9% | -7.2% | +6.3% | +1.7% |
| 6M | +42.6% | -3.9% | +46.5% | +43.8% |
| YTD | +52.9% | +5.9% | +47.0% | +47.7% |
| 1Y | +64.5% | +8.4% | +56.1% | +56.8% |
| 3Y | +178.0% | +46.6% | +131.4% | +124.6% |
| 5Y | +402.8% | +32.4% | +370.3% | +320.9% |
| All | +712.5% | +109.9% | +602.6% | +549.7% |
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 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