+992.0%
ASX vs LNT
+140.9%
+851.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.8% |
| 7D | +11.1% | +0.2% | +10.9% | +11.1% |
| 30D | +9.6% | -0.5% | +10.1% | +9.7% |
| 3M | +18.6% | -5.5% | +24.1% | +19.7% |
| 6M | +92.1% | -3.8% | +95.9% | +92.6% |
| YTD | +158.5% | +6.8% | +151.6% | +152.0% |
| 1Y | +271.9% | +9.3% | +262.6% | +259.6% |
| 3Y | +465.2% | +47.9% | +417.3% | +390.8% |
| 5Y | +479.4% | +31.6% | +447.8% | +416.4% |
| 10Y | +992.0% | +150.1% | +841.8% | +707.3% |
| All | +992.0% | +140.9% | +851.1% | +707.3% |
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