+318.8%
ADP vs LNT
+184.1%
+134.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | 0.0% |
| 7D | +0.9% | -0.2% | +1.1% | +1.0% |
| 30D | +11.9% | +11.6% | +0.3% | +5.7% |
| 3M | +13.7% | +8.2% | +5.6% | +9.1% |
| 6M | +46.8% | +3.1% | +43.6% | +43.8% |
| YTD | +21.8% | +16.8% | +5.0% | +10.9% |
| 1Y | +23.5% | +11.6% | +11.9% | +15.2% |
| 3Y | +44.1% | +67.4% | -23.3% | +5.5% |
| 5Y | +49.9% | +56.8% | -6.9% | +11.9% |
| 10Y | +318.8% | +185.0% | +133.7% | +138.0% |
| All | +318.8% | +184.1% | +134.7% | +138.0% |
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