+323.8%
SN vs LNT
+40.3%
+283.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.8% |
| 7D | +0.1% | +1.0% | -0.9% | -0.1% |
| 30D | -5.6% | -1.1% | -4.5% | -5.4% |
| 3M | +48.1% | -3.6% | +51.7% | +49.3% |
| 6M | +57.6% | -2.7% | +60.3% | +58.2% |
| YTD | +56.5% | +8.0% | +48.5% | +52.6% |
| 1Y | +52.6% | +10.5% | +42.1% | +47.2% |
| 3Y | +412.0% | +49.6% | +362.4% | +340.3% |
| All | +323.8% | +40.3% | +283.5% | +362.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling