-25.8%
TE vs LNT
+13.9%
-39.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.3% | -5.8% | -1.7% |
| 7D | +3.8% | +7.2% | -3.4% | +9.6% |
| 30D | -26.2% | +15.6% | -41.8% | -17.1% |
| 3M | -49.7% | +5.2% | -54.9% | -48.5% |
| 6M | -46.5% | +1.7% | -48.1% | -47.5% |
| YTD | -59.1% | +17.0% | -76.1% | -53.5% |
| 1Y | -25.8% | +14.2% | -40.1% | -17.1% |
| All | -25.8% | +13.9% | -39.7% | -17.1% |
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