+27.2%
P vs LNT
+9.4%
+17.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +2.0% |
| 7D | +7.8% | +1.0% | +6.8% | +8.3% |
| 30D | +12.3% | -1.1% | +13.4% | +11.6% |
| 3M | +37.1% | -3.6% | +40.7% | +34.1% |
| 6M | +66.1% | -2.7% | +68.7% | +64.3% |
| YTD | +50.9% | +8.0% | +42.9% | +59.9% |
| 1Y | +27.2% | +10.5% | +16.8% | +37.7% |
| All | +27.2% | +9.4% | +17.8% | +37.7% |
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