+5,831.7%
FIX vs LNT
+140.0%
+5,691.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +2.0% | +1.9% |
| 7D | +6.0% | -0.1% | +6.1% | +6.1% |
| 30D | -7.2% | -3.2% | -4.1% | -5.9% |
| 3M | -15.9% | -4.1% | -11.8% | -14.8% |
| 6M | +12.7% | -4.6% | +17.3% | +14.3% |
| YTD | +72.8% | +7.0% | +65.8% | +65.9% |
| 1Y | +122.9% | +8.3% | +114.6% | +112.4% |
| 3Y | +774.3% | +51.0% | +723.3% | +580.7% |
| 5Y | +2,049.5% | +30.2% | +2,019.3% | +1,692.8% |
| All | +5,831.7% | +140.0% | +5,691.7% | +3,927.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling