+148.6%
TE vs LNT
+8.1%
+140.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.3% |
| 7D | -4.0% | -0.1% | -3.9% | -4.1% |
| 30D | -15.9% | -3.2% | -12.7% | -17.7% |
| 3M | -60.5% | -4.1% | -56.5% | -61.9% |
| 6M | -35.2% | -4.6% | -30.6% | -38.2% |
| YTD | -31.1% | +7.0% | -38.1% | -32.9% |
| 1Y | +148.6% | +8.3% | +140.4% | +140.5% |
| All | +148.6% | +8.1% | +140.6% | +140.5% |
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