+2,271.9%
D vs LNT
+3,155.8%
-883.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | -0.1% | +1.5% | +1.5% |
| 30D | -2.6% | -3.2% | +0.6% | -0.7% |
| 3M | 0.0% | -4.1% | +4.1% | +2.4% |
| 6M | +7.4% | -4.6% | +11.9% | +10.4% |
| YTD | +15.9% | +7.0% | +8.9% | +11.2% |
| 1Y | +18.1% | +8.3% | +9.8% | +12.5% |
| 3Y | +58.4% | +51.0% | +7.4% | +24.3% |
| 5Y | +5.2% | +30.2% | -25.0% | -10.0% |
| 10Y | +35.9% | +143.6% | -107.7% | -16.4% |
| All | +2,271.9% | +3,155.8% | -883.9% | +375.2% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling