-45.1%
USAR vs LNT
+11.3%
-56.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.5% |
| 7D | -0.8% | +1.0% | -1.8% | -0.1% |
| 30D | -20.9% | +9.6% | -30.5% | -15.0% |
| 3M | -56.2% | +5.4% | -61.6% | -54.2% |
| 6M | -67.9% | +3.1% | -71.0% | -66.8% |
| YTD | -31.4% | +16.5% | -47.9% | -27.0% |
| 1Y | -45.1% | +12.3% | -57.4% | -42.9% |
| All | -45.1% | +11.3% | -56.4% | -42.9% |
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