+6.6%
PL vs LNT
+12.4%
-5.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.9% |
| 7D | +5.6% | +1.6% | +4.1% | +6.7% |
| 30D | -16.9% | +12.1% | -29.0% | -11.2% |
| 3M | -38.2% | +8.2% | -46.4% | -35.4% |
| 6M | -63.4% | +3.6% | -67.1% | -62.5% |
| YTD | -27.6% | +16.2% | -43.8% | -21.6% |
| 1Y | +6.6% | +12.8% | -6.2% | +12.4% |
| All | +6.6% | +12.4% | -5.8% | +12.4% |
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