-80.9%
FIG vs LNT
+9.1%
-90.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -4.0% |
| 7D | -14.5% | +0.2% | -14.6% | -14.3% |
| 30D | -13.3% | -0.5% | -12.8% | -13.5% |
| 3M | +7.4% | -5.5% | +12.9% | +5.1% |
| 6M | -27.8% | -3.8% | -24.0% | -27.6% |
| YTD | -41.1% | +6.8% | -47.9% | -35.6% |
| 1Y | -58.7% | +9.3% | -68.0% | -51.3% |
| All | -80.9% | +9.1% | -90.0% | -78.1% |
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