+197.1%
ABT vs LNT
+148.3%
+48.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -5.9% | -1.0% | -4.8% | -5.5% |
| 30D | -8.1% | -4.2% | -3.8% | -6.3% |
| 3M | +14.5% | -6.7% | +21.2% | +18.0% |
| 6M | -6.3% | -3.6% | -2.7% | -5.1% |
| YTD | -17.1% | +5.9% | -23.0% | -19.6% |
| 1Y | -21.4% | +7.3% | -28.6% | -24.2% |
| 3Y | +5.9% | +46.5% | -40.6% | -12.4% |
| 5Y | -12.8% | +32.5% | -45.2% | -25.3% |
| All | +197.1% | +148.3% | +48.8% | +103.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling