+10.5%
ON vs LNT
+67.8%
-57.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.5% | +5.2% | +5.8% |
| 7D | +3.3% | -0.2% | +3.5% | +3.3% |
| 30D | -3.1% | +11.6% | -14.7% | -2.3% |
| 3M | -9.2% | +8.2% | -17.4% | -8.6% |
| 6M | -31.4% | +3.1% | -34.5% | -31.5% |
| YTD | +36.0% | +16.8% | +19.2% | +35.3% |
| 1Y | +52.0% | +11.6% | +40.4% | +51.5% |
| All | +10.5% | +67.8% | -57.3% | -0.2% |
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