+8,087.4%
PWR vs LNT
+1,450.4%
+6,637.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | +11.3% | +1.0% | +10.3% | +10.8% |
| 30D | -8.9% | +9.6% | -18.5% | -13.4% |
| 3M | -10.5% | +5.4% | -15.9% | -13.2% |
| 6M | -22.2% | +3.1% | -25.3% | -24.1% |
| YTD | +42.7% | +16.5% | +26.3% | +30.7% |
| 1Y | +41.1% | +12.3% | +28.8% | +31.5% |
| 3Y | +242.7% | +70.3% | +172.4% | +150.8% |
| 5Y | +418.5% | +56.4% | +362.1% | +289.8% |
| 10Y | +1,855.0% | +184.3% | +1,670.7% | +907.9% |
| All | +8,087.4% | +1,450.4% | +6,637.0% | +1,813.1% |
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 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