+147.7%
P vs LNT
+51.2%
+96.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +6.5% | -0.1% | +6.6% | +6.5% |
| 30D | +18.8% | -3.2% | +22.0% | +17.6% |
| 3M | +26.7% | -4.1% | +30.8% | +25.1% |
| 6M | +62.2% | -4.6% | +66.7% | +60.1% |
| YTD | +48.5% | +7.0% | +41.5% | +52.1% |
| 1Y | +26.4% | +8.3% | +18.1% | +30.1% |
| All | +147.7% | +51.2% | +96.5% | +171.7% |
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 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