-53.1%
FISV vs LNT
+31.4%
-84.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -2.7% | -1.0% | -1.6% | -2.3% |
| 30D | 0.0% | -4.2% | +4.3% | +1.5% |
| 3M | -2.8% | -6.7% | +3.9% | -0.6% |
| 6M | -11.8% | -3.6% | -8.3% | -11.1% |
| YTD | -23.2% | +5.9% | -29.1% | -25.5% |
| 1Y | -62.0% | +7.3% | -69.2% | -63.3% |
| 3Y | -57.6% | +46.5% | -104.1% | -63.6% |
| All | -53.1% | +31.4% | -84.5% | -57.8% |
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