+319.5%
SN vs LNT
+38.9%
+280.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -9.3% | -0.1% | -9.2% | -9.3% |
| 30D | -4.8% | -3.2% | -1.6% | -4.1% |
| 3M | +40.4% | -4.1% | +44.5% | +41.7% |
| 6M | +50.9% | -4.6% | +55.5% | +52.3% |
| YTD | +54.9% | +7.0% | +47.9% | +51.4% |
| 1Y | +43.0% | +8.3% | +34.7% | +38.8% |
| 3Y | +391.8% | +51.0% | +340.8% | +306.9% |
| All | +319.5% | +38.9% | +280.6% | +359.0% |
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