+275.1%
BLK vs LNT
+148.3%
+126.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -3.3% | -1.0% | -2.3% | -2.8% |
| 30D | -6.5% | -4.2% | -2.3% | -4.7% |
| 3M | +6.7% | -6.7% | +13.4% | +9.8% |
| 6M | +14.7% | -3.6% | +18.3% | +15.9% |
| YTD | +2.5% | +5.9% | -3.4% | -1.2% |
| 1Y | -2.8% | +7.3% | -10.0% | -7.0% |
| 3Y | +65.9% | +46.5% | +19.4% | +34.1% |
| 5Y | +33.0% | +32.5% | +0.5% | +11.9% |
| All | +275.1% | +148.3% | +126.7% | +173.2% |
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