+83.0%
PL vs LNT
+43.5%
+39.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | -9.3% | -0.1% | -9.2% | -9.3% |
| 30D | -18.9% | -3.2% | -15.7% | -18.3% |
| 3M | -58.4% | -4.1% | -54.3% | -58.2% |
| 6M | -30.3% | -4.6% | -25.7% | -30.0% |
| YTD | -8.1% | +7.0% | -15.1% | -11.2% |
| 1Y | +180.5% | +8.3% | +172.2% | +169.5% |
| 3Y | +444.1% | +51.0% | +393.1% | +362.5% |
| 5Y | +83.0% | +30.2% | +52.9% | +57.2% |
| All | +83.0% | +43.5% | +39.6% | +57.3% |
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