+92.7%
NXT vs LNT
+48.2%
+44.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.5% | -3.4% |
| 7D | -0.2% | +0.2% | -0.4% | -0.2% |
| 30D | -20.0% | -0.5% | -19.4% | -19.8% |
| 3M | -30.9% | -5.5% | -25.4% | -30.7% |
| 6M | -23.8% | -3.8% | -20.0% | -24.1% |
| YTD | -5.4% | +6.8% | -12.3% | -9.4% |
| 1Y | +28.0% | +9.3% | +18.7% | +21.6% |
| All | +92.7% | +48.2% | +44.5% | +46.4% |
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