+10,209.8%
FISV vs LNT
+3,150.6%
+7,059.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.3% | -3.9% |
| 7D | -6.4% | +0.2% | -6.6% | -6.5% |
| 30D | -6.8% | -0.5% | -6.3% | -6.7% |
| 3M | -10.0% | -5.5% | -4.4% | -7.9% |
| 6M | -20.6% | -3.8% | -16.8% | -19.7% |
| YTD | -27.6% | +6.8% | -34.4% | -30.2% |
| 1Y | -64.3% | +9.3% | -73.6% | -66.0% |
| 3Y | -60.0% | +47.9% | -107.9% | -66.9% |
| 5Y | -57.7% | +31.6% | -89.3% | -63.7% |
| 10Y | -3.0% | +150.1% | -153.1% | -37.5% |
| All | +10,209.8% | +3,150.6% | +7,059.3% | +2,618.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling