+14,337.8%
DE vs LNT
+3,186.5%
+11,151.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.8% | -2.2% |
| 7D | +0.7% | +1.0% | -0.3% | +0.2% |
| 30D | +9.6% | -1.1% | +10.7% | +10.0% |
| 3M | +19.0% | -3.6% | +22.6% | +20.5% |
| 6M | +16.1% | -2.7% | +18.7% | +17.0% |
| YTD | +47.0% | +8.0% | +39.0% | +41.8% |
| 1Y | +43.1% | +10.5% | +32.7% | +36.4% |
| 3Y | +77.5% | +49.6% | +27.9% | +47.1% |
| 5Y | +96.4% | +32.2% | +64.1% | +68.9% |
| 10Y | +852.9% | +141.8% | +711.1% | +509.2% |
| All | +14,337.8% | +3,186.5% | +11,151.3% | +3,220.8% |
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