+4.7%
PSA vs LNT
+8.4%
-3.7%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -1.8% | -1.0% | -0.8% | -1.2% |
| 30D | -8.4% | -4.2% | -4.1% | -5.8% |
| 3M | -7.8% | -6.7% | -1.2% | -3.5% |
| 6M | +0.8% | -3.6% | +4.4% | +3.2% |
| YTD | +16.5% | +5.9% | +10.6% | +13.4% |
| 1Y | +4.7% | +7.3% | -2.5% | +2.1% |
| All | +4.7% | +8.4% | -3.7% | +2.1% |
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 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