+53.9%
F vs LNT
+31.3%
+22.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +5.3% | -0.1% | +5.4% | +5.4% |
| 30D | +4.6% | -3.2% | +7.8% | +6.0% |
| 3M | -3.7% | -4.1% | +0.4% | -2.4% |
| 6M | +16.8% | -4.6% | +21.4% | +18.3% |
| YTD | +15.3% | +7.0% | +8.3% | +10.3% |
| 1Y | +31.0% | +8.3% | +22.7% | +24.5% |
| 3Y | +45.4% | +51.0% | -5.6% | +16.2% |
| All | +53.9% | +31.3% | +22.7% | +29.2% |
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