+455.3%
PL vs LNT
+57.3%
+398.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.0% | +11.4% | +10.6% |
| 7D | -6.8% | +1.4% | -8.3% | -7.2% |
| 30D | -29.3% | +12.3% | -41.6% | -31.4% |
| 3M | -44.8% | +5.3% | -50.1% | -45.5% |
| 6M | -68.4% | +2.0% | -70.4% | -68.7% |
| YTD | -36.4% | +15.3% | -51.6% | -40.9% |
| 1Y | +0.7% | +12.3% | -11.6% | -5.3% |
| 3Y | +455.3% | +59.1% | +396.2% | +277.1% |
| All | +455.3% | +57.3% | +398.0% | +277.1% |
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