+105.3%
FAST vs LNT
+55.9%
+49.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.9% |
| 7D | +4.2% | +1.0% | +3.1% | +3.7% |
| 30D | +6.7% | +9.6% | -2.9% | +2.6% |
| 3M | +8.0% | +5.4% | +2.6% | +5.6% |
| 6M | +27.4% | +3.1% | +24.3% | +25.5% |
| YTD | +40.5% | +16.5% | +24.0% | +31.1% |
| 1Y | +38.4% | +12.3% | +26.0% | +31.0% |
| 3Y | +98.7% | +70.3% | +28.4% | +53.5% |
| All | +105.3% | +55.9% | +49.4% | +65.8% |
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