+43.4%
NVTS vs LNT
+46.9%
-3.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | -1.4% | -1.0% | -0.4% | -1.7% |
| 30D | -16.5% | -4.2% | -12.3% | -17.3% |
| 3M | -47.6% | -6.7% | -41.0% | -48.5% |
| 6M | +7.3% | -3.6% | +10.9% | +5.9% |
| YTD | +62.9% | +5.9% | +57.0% | +62.0% |
| 1Y | +91.3% | +7.3% | +84.0% | +90.9% |
| 3Y | +43.4% | +46.5% | -3.1% | +15.3% |
| All | +43.4% | +46.9% | -3.5% | +15.3% |
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