+1,076.9%
ATI vs LNT
+31.1%
+1,045.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | 0.0% |
| 7D | +2.4% | +0.2% | +2.2% | +2.3% |
| 30D | -9.5% | -0.5% | -9.0% | -9.3% |
| 3M | +10.4% | -5.5% | +15.9% | +12.0% |
| 6M | +31.8% | -3.8% | +35.6% | +32.6% |
| YTD | +80.0% | +6.8% | +73.1% | +74.0% |
| 1Y | +175.8% | +9.3% | +166.5% | +163.8% |
| 3Y | +364.2% | +47.9% | +316.3% | +285.6% |
| 5Y | +1,076.9% | +31.6% | +1,045.3% | +903.7% |
| All | +1,076.9% | +31.1% | +1,045.7% | +903.7% |
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