-0.4%
PL vs LNT
+13.9%
-14.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.3% | -8.7% | -4.9% |
| 7D | -11.7% | +7.2% | -18.9% | -7.9% |
| 30D | -27.1% | +15.6% | -42.8% | -21.1% |
| 3M | -44.6% | +5.2% | -49.8% | -43.2% |
| 6M | -67.2% | +1.7% | -68.8% | -66.8% |
| YTD | -35.9% | +17.0% | -52.9% | -30.5% |
| 1Y | -0.4% | +14.2% | -14.6% | +6.2% |
| All | -0.4% | +13.9% | -14.3% | +6.2% |
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