+37,071.1%
ADI vs LNT
+3,155.8%
+33,915.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.6% |
| 7D | +0.4% | -0.1% | +0.5% | +0.5% |
| 30D | -3.8% | -3.2% | -0.6% | -2.6% |
| 3M | -15.3% | -4.1% | -11.2% | -14.3% |
| 6M | +6.7% | -4.6% | +11.3% | +8.0% |
| YTD | +34.8% | +7.0% | +27.8% | +30.1% |
| 1Y | +49.0% | +8.3% | +40.7% | +42.9% |
| 3Y | +108.1% | +51.0% | +57.1% | +71.3% |
| 5Y | +142.4% | +30.2% | +112.3% | +109.3% |
| 10Y | +589.9% | +143.6% | +446.3% | +342.7% |
| All | +37,071.1% | +3,155.8% | +33,915.3% | +7,218.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling