+99.0%
SIMO vs LNT
+11.3%
+87.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.1% | -5.2% |
| 7D | +4.1% | +1.0% | +3.1% | +5.0% |
| 30D | -24.0% | +9.6% | -33.6% | -17.9% |
| 3M | -31.8% | +5.4% | -37.2% | -27.9% |
| 6M | -36.9% | +3.1% | -40.0% | -34.7% |
| YTD | +84.8% | +16.5% | +68.3% | +111.0% |
| 1Y | +99.0% | +12.3% | +86.7% | +125.7% |
| All | +99.0% | +11.3% | +87.7% | +125.7% |
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 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