+12,790.5%
BLK vs LNT
+1,414.5%
+11,376.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.6% |
| 7D | -2.7% | +0.2% | -2.8% | -2.8% |
| 30D | -4.8% | -0.5% | -4.2% | -4.6% |
| 3M | +6.5% | -5.5% | +12.0% | +9.0% |
| 6M | +13.1% | -3.8% | +17.0% | +14.6% |
| YTD | +1.8% | +6.8% | -5.0% | -2.2% |
| 1Y | -1.0% | +9.3% | -10.3% | -5.9% |
| 3Y | +66.0% | +47.9% | +18.0% | +34.7% |
| 5Y | +31.2% | +31.6% | -0.4% | +11.5% |
| 10Y | +278.5% | +150.1% | +128.4% | +132.0% |
| All | +12,790.5% | +1,414.5% | +11,376.0% | +4,098.1% |
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