+33.9%
ALNY vs LNT
+31.4%
+2.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -6.5% | -1.0% | -5.5% | -6.3% |
| 30D | +11.0% | -4.2% | +15.3% | +12.3% |
| 3M | -14.1% | -6.7% | -7.4% | -12.4% |
| 6M | -22.4% | -3.6% | -18.8% | -21.6% |
| YTD | -37.5% | +5.9% | -43.3% | -38.4% |
| 1Y | -46.9% | +7.3% | -54.2% | -47.9% |
| 3Y | +22.1% | +46.5% | -24.4% | +10.2% |
| All | +33.9% | +31.4% | +2.5% | +24.6% |
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