+43.6%
EEM vs LNT
+30.4%
+13.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.1% |
| 7D | -0.7% | -1.1% | +0.4% | -0.6% |
| 30D | +2.4% | -1.9% | +4.3% | +2.6% |
| 3M | +4.2% | -7.2% | +11.3% | +4.8% |
| 6M | +14.8% | -3.9% | +18.7% | +14.9% |
| YTD | +23.1% | +5.9% | +17.2% | +21.5% |
| 1Y | +32.5% | +8.4% | +24.2% | +30.3% |
| 3Y | +85.9% | +46.6% | +39.3% | +73.9% |
| 5Y | +43.6% | +32.4% | +11.1% | +32.1% |
| All | +43.6% | +30.4% | +13.1% | +32.1% |
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