+67.3%
ED vs LNT
+35.5%
+31.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.2% |
| 7D | +0.5% | +1.0% | -0.5% | -0.2% |
| 30D | +1.1% | -1.1% | +2.2% | +1.9% |
| 3M | +4.6% | -3.6% | +8.2% | +7.5% |
| 6M | -2.0% | -2.7% | +0.7% | -0.1% |
| YTD | +11.7% | +8.0% | +3.7% | +5.2% |
| 1Y | +15.7% | +10.5% | +5.3% | +7.2% |
| 3Y | +34.4% | +49.6% | -15.2% | -2.1% |
| 5Y | +67.3% | +32.2% | +35.1% | +36.0% |
| All | +67.3% | +35.5% | +31.8% | +36.0% |
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