+99.4%
DE vs LNT
+30.4%
+69.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.4% |
| 7D | -2.4% | -1.1% | -1.3% | -2.0% |
| 30D | +9.7% | -1.9% | +11.6% | +10.4% |
| 3M | +21.4% | -7.2% | +28.5% | +24.4% |
| 6M | +15.0% | -3.9% | +18.9% | +16.2% |
| YTD | +46.4% | +5.9% | +40.6% | +42.9% |
| 1Y | +45.6% | +8.4% | +37.3% | +40.6% |
| 3Y | +76.8% | +46.6% | +30.2% | +52.7% |
| 5Y | +99.4% | +32.4% | +67.0% | +79.1% |
| All | +99.4% | +30.4% | +69.0% | +79.1% |
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 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