+234.1%
TER vs LNT
+9.7%
+224.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +2.7% |
| 7D | +12.4% | +0.2% | +12.2% | +12.4% |
| 30D | +5.1% | -0.5% | +5.6% | +5.0% |
| 3M | +4.0% | -5.5% | +9.5% | +0.2% |
| 6M | +29.5% | -3.8% | +33.3% | +24.8% |
| YTD | +98.5% | +6.8% | +91.6% | +95.6% |
| 1Y | +234.1% | +9.3% | +224.8% | +239.3% |
| All | +234.1% | +9.7% | +224.4% | +239.3% |
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 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