+148.7%
EWY vs LNT
+31.4%
+117.4%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | -0.1% | -1.0% | +1.0% | +0.1% |
| 30D | +7.3% | -4.2% | +11.5% | +8.0% |
| 3M | -5.1% | -6.7% | +1.5% | -4.4% |
| 6M | +42.1% | -3.6% | +45.6% | +41.8% |
| YTD | +94.1% | +5.9% | +88.2% | +89.9% |
| 1Y | +147.8% | +7.3% | +140.6% | +141.4% |
| 3Y | +222.9% | +46.5% | +176.4% | +189.0% |
| All | +148.7% | +31.4% | +117.4% | +118.8% |
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 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