+14.1%
QLD vs LNT
+11.3%
+2.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.2% |
| 7D | +7.0% | +1.0% | +6.0% | +7.5% |
| 30D | -14.3% | +9.6% | -23.9% | -9.7% |
| 3M | -16.0% | +5.4% | -21.4% | -13.4% |
| 6M | -14.2% | +3.1% | -17.4% | -12.4% |
| YTD | +12.8% | +16.5% | -3.7% | +23.2% |
| 1Y | +14.1% | +12.3% | +1.8% | +23.8% |
| All | +14.1% | +11.3% | +2.8% | +23.8% |
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