-21.0%
OTIS vs LNT
+8.4%
-29.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -3.0% | -1.0% | -1.9% | -2.5% |
| 30D | -6.0% | -4.2% | -1.8% | -4.2% |
| 3M | -0.9% | -6.7% | +5.8% | +2.3% |
| 6M | -17.3% | -3.6% | -13.8% | -15.6% |
| YTD | -19.6% | +5.9% | -25.4% | -20.7% |
| 1Y | -21.0% | +7.3% | -28.3% | -21.4% |
| All | -21.0% | +8.4% | -29.5% | -21.4% |
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 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