-10.8%
NVTS vs LNT
+13.9%
-24.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.3% | +6.7% | +10.9% |
| 7D | -0.3% | +7.2% | -7.5% | +5.9% |
| 30D | -24.4% | +15.6% | -40.0% | -14.4% |
| 3M | -26.5% | +5.2% | -31.7% | -23.7% |
| 6M | -41.4% | +1.7% | -43.0% | -40.7% |
| YTD | +30.7% | +17.0% | +13.7% | +51.9% |
| 1Y | -10.8% | +14.2% | -25.0% | +1.8% |
| All | -10.8% | +13.9% | -24.7% | +1.8% |
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 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