+8,589.7%
PWR vs LNT
+1,337.7%
+7,252.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +1.9% |
| 7D | +4.5% | +1.0% | +3.5% | +4.0% |
| 30D | -4.9% | -1.1% | -3.8% | -4.3% |
| 3M | -7.9% | -3.6% | -4.3% | -6.6% |
| 6M | +18.3% | -2.7% | +21.0% | +19.4% |
| YTD | +51.5% | +8.0% | +43.5% | +44.8% |
| 1Y | +70.3% | +10.5% | +59.9% | +60.7% |
| 3Y | +210.6% | +49.6% | +161.0% | +143.9% |
| 5Y | +456.7% | +32.2% | +424.4% | +358.4% |
| 10Y | +2,396.1% | +141.8% | +2,254.3% | +1,304.5% |
| All | +8,589.7% | +1,337.7% | +7,252.0% | +2,018.7% |
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