+1,141.3%
ATI vs LNT
+1,459.7%
-318.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | +2.7% | -3.2% | +5.9% | +4.9% |
| 3M | +16.3% | -4.1% | +20.4% | +18.7% |
| 6M | +30.2% | -4.6% | +34.7% | +32.9% |
| YTD | +83.6% | +7.0% | +76.6% | +72.9% |
| 1Y | +173.0% | +8.3% | +164.7% | +154.2% |
| 3Y | +356.6% | +51.0% | +305.6% | +225.3% |
| 5Y | +1,074.2% | +30.2% | +1,044.0% | +809.0% |
| 10Y | +1,136.2% | +143.6% | +992.6% | +477.8% |
| All | +1,141.3% | +1,459.7% | -318.5% | +63.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling