+50.1%
STT vs LNT
+11.3%
+38.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.1% |
| 7D | +4.8% | +1.0% | +3.7% | +4.9% |
| 30D | +3.9% | +9.6% | -5.7% | +5.5% |
| 3M | -8.2% | +5.4% | -13.6% | -7.5% |
| 6M | +15.6% | +3.1% | +12.5% | +16.2% |
| YTD | +37.6% | +16.5% | +21.2% | +43.3% |
| 1Y | +50.1% | +12.3% | +37.8% | +55.5% |
| All | +50.1% | +11.3% | +38.8% | +55.5% |
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