-49.3%
TE vs LNT
+31.4%
-80.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.7% |
| 7D | +0.2% | -1.0% | +1.3% | +0.5% |
| 30D | -5.9% | -4.2% | -1.7% | -5.1% |
| 3M | -45.6% | -6.7% | -38.9% | -45.2% |
| 6M | -43.4% | -3.6% | -39.8% | -43.6% |
| YTD | -31.0% | +5.9% | -36.9% | -33.6% |
| 1Y | +145.2% | +7.3% | +138.0% | +134.6% |
| 3Y | -24.1% | +46.5% | -70.5% | -37.0% |
| All | -49.3% | +31.4% | -80.7% | -58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling