+133.5%
ADI vs LNT
+31.6%
+101.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.8% |
| 7D | +2.6% | +0.2% | +2.5% | +2.6% |
| 30D | -4.6% | -0.5% | -4.1% | -4.5% |
| 3M | -9.5% | -5.5% | -4.0% | -8.7% |
| 6M | +14.8% | -3.8% | +18.7% | +15.2% |
| YTD | +35.8% | +6.8% | +29.0% | +32.4% |
| 1Y | +48.9% | +9.3% | +39.6% | +44.1% |
| 3Y | +115.6% | +47.9% | +67.6% | +88.6% |
| All | +133.5% | +31.6% | +101.9% | +107.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling