+144.3%
AR vs LNT
+35.5%
+108.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.8% | -1.2% |
| 7D | -1.8% | +1.0% | -2.8% | -2.2% |
| 30D | +12.6% | -1.1% | +13.7% | +13.0% |
| 3M | +10.0% | -3.6% | +13.6% | +11.4% |
| 6M | +0.6% | -2.7% | +3.3% | +1.2% |
| YTD | +13.4% | +8.0% | +5.4% | +8.8% |
| 1Y | +21.7% | +10.5% | +11.3% | +15.5% |
| 3Y | +45.8% | +49.6% | -3.7% | +19.6% |
| 5Y | +144.3% | +32.2% | +112.0% | +120.2% |
| All | +144.3% | +35.5% | +108.8% | +120.2% |
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