+432.3%
ASX vs LNT
+31.3%
+401.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.2% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | +2.0% | -3.2% | +5.2% | +2.0% |
| 3M | -1.3% | -4.1% | +2.7% | -1.5% |
| 6M | +71.4% | -4.6% | +76.0% | +71.1% |
| YTD | +135.3% | +7.0% | +128.3% | +132.6% |
| 1Y | +267.5% | +8.3% | +259.2% | +262.4% |
| 3Y | +388.5% | +51.0% | +337.5% | +352.5% |
| All | +432.3% | +31.3% | +401.1% | +379.7% |
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