+254.8%
SPOT vs LNT
+119.9%
+134.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.5% | -2.6% |
| 7D | -2.9% | +1.0% | -3.9% | -2.9% |
| 30D | +8.3% | -1.1% | +9.4% | +8.4% |
| 3M | +5.1% | -3.6% | +8.7% | +5.3% |
| 6M | -6.5% | -2.7% | -3.8% | -6.3% |
| YTD | -9.0% | +8.0% | -17.0% | -9.5% |
| 1Y | -26.4% | +10.5% | -36.9% | -27.0% |
| 3Y | +240.0% | +49.6% | +190.5% | +229.8% |
| 5Y | +111.7% | +32.2% | +79.5% | +106.3% |
| All | +254.8% | +119.9% | +134.9% | +267.3% |
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 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