+158.9%
SN vs LNT
+13.9%
+145.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.3% | +1.8% | +3.8% |
| 7D | +10.6% | +7.2% | +3.5% | +9.8% |
| 30D | +20.0% | +15.6% | +4.4% | +18.3% |
| 3M | +30.4% | +5.2% | +25.2% | +29.5% |
| 6M | +91.0% | +1.7% | +89.3% | +91.1% |
| YTD | +95.9% | +17.0% | +78.9% | +94.9% |
| 1Y | +158.9% | +14.2% | +144.6% | +154.3% |
| All | +158.9% | +13.9% | +145.0% | +154.3% |
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