+455.3%
SN vs LNT
+51.3%
+404.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.9% | +2.7% |
| 7D | +7.6% | +0.6% | +7.0% | +7.5% |
| 30D | +24.1% | +12.4% | +11.7% | +20.6% |
| 3M | +23.7% | +6.7% | +17.0% | +21.7% |
| 6M | +105.5% | +3.9% | +101.6% | +103.2% |
| YTD | +105.1% | +16.5% | +88.6% | +96.3% |
| 1Y | +148.3% | +12.5% | +135.8% | +139.5% |
| 3Y | +438.7% | +66.9% | +371.8% | +335.0% |
| All | +455.3% | +51.3% | +404.0% | +495.2% |
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