+1,090.2%
ATI vs LNT
+148.3%
+941.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.6% | -1.0% | -4.6% | -5.1% |
| 30D | -13.7% | -4.2% | -9.5% | -11.9% |
| 3M | -0.4% | -6.7% | +6.3% | +2.6% |
| 6M | +26.2% | -3.6% | +29.8% | +27.4% |
| YTD | +73.2% | +5.9% | +67.3% | +66.5% |
| 1Y | +161.6% | +7.3% | +154.4% | +149.3% |
| 3Y | +346.2% | +46.5% | +299.7% | +251.7% |
| 5Y | +1,047.6% | +32.5% | +1,015.2% | +844.9% |
| All | +1,090.2% | +148.3% | +941.9% | +835.3% |
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