+23,761.0%
PH vs LNT
+3,155.8%
+20,605.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.1% | -0.1% | -3.0% | -3.0% |
| 30D | -3.2% | -3.2% | -0.1% | -1.8% |
| 3M | +10.6% | -4.1% | +14.6% | +12.5% |
| 6M | -2.1% | -4.6% | +2.4% | -0.5% |
| YTD | +10.2% | +7.0% | +3.2% | +6.2% |
| 1Y | +28.2% | +8.3% | +19.9% | +22.8% |
| 3Y | +134.9% | +51.0% | +83.9% | +89.8% |
| 5Y | +253.6% | +30.2% | +223.5% | +201.2% |
| 10Y | +804.7% | +143.6% | +661.1% | +466.0% |
| All | +23,761.0% | +3,155.8% | +20,605.2% | +5,848.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling