+40.5%
W vs LNT
+50.4%
-9.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | +6.5% | +1.0% | +5.5% | +6.2% |
| 30D | -6.2% | -1.1% | -5.1% | -5.9% |
| 3M | +48.9% | -3.6% | +52.5% | +50.2% |
| 6M | +31.2% | -2.7% | +33.9% | +31.6% |
| YTD | -0.4% | +8.0% | -8.4% | -4.5% |
| 1Y | +14.8% | +10.5% | +4.4% | +8.7% |
| 3Y | +40.5% | +49.6% | -9.1% | +3.2% |
| All | +40.5% | +50.4% | -9.9% | +3.2% |
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