+162.4%
ALL vs LNT
+55.9%
+106.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | +0.1% |
| 7D | +5.0% | +1.0% | +4.0% | +4.5% |
| 30D | +13.3% | +9.6% | +3.7% | +8.3% |
| 3M | +3.2% | +5.4% | -2.2% | +0.5% |
| 6M | +25.3% | +3.1% | +22.2% | +23.3% |
| YTD | +30.5% | +16.5% | +14.0% | +20.5% |
| 1Y | +29.2% | +12.3% | +16.9% | +21.5% |
| 3Y | +119.1% | +70.3% | +48.8% | +69.7% |
| All | +162.4% | +55.9% | +106.5% | +111.9% |
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