+65.8%
EMR vs LNT
+31.1%
+34.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.9% |
| 7D | +0.9% | +0.2% | +0.7% | +0.9% |
| 30D | -5.0% | -0.5% | -4.4% | -4.8% |
| 3M | +5.9% | -5.5% | +11.4% | +7.5% |
| 6M | +7.3% | -3.8% | +11.1% | +8.2% |
| YTD | +14.6% | +6.8% | +7.7% | +11.4% |
| 1Y | +15.6% | +9.3% | +6.3% | +11.4% |
| 3Y | +60.2% | +47.9% | +12.2% | +36.6% |
| 5Y | +65.8% | +31.6% | +34.2% | +43.4% |
| All | +65.8% | +31.1% | +34.7% | +43.4% |
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