+76.8%
V vs LNT
+66.9%
+9.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +0.8% | +1.6% | -0.8% | +0.4% |
| 30D | +9.9% | +12.1% | -2.1% | +6.6% |
| 3M | +17.5% | +8.2% | +9.3% | +14.9% |
| 6M | +33.5% | +3.6% | +29.8% | +32.1% |
| YTD | +21.6% | +16.2% | +5.4% | +15.6% |
| 1Y | +27.6% | +12.8% | +14.8% | +22.6% |
| All | +76.8% | +66.9% | +9.9% | +58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling