+72.9%
PBR vs LNT
+13.9%
+59.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.3% | -9.3% | -7.0% |
| 7D | -11.0% | +7.2% | -18.1% | -11.4% |
| 30D | -18.8% | +15.6% | -34.4% | -19.5% |
| 3M | +7.8% | +5.2% | +2.6% | +7.8% |
| 6M | -7.6% | +1.7% | -9.2% | -7.3% |
| YTD | +72.7% | +17.0% | +55.6% | +62.6% |
| 1Y | +72.9% | +14.2% | +58.7% | +64.4% |
| All | +72.9% | +13.9% | +59.0% | +64.4% |
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