+3,553.2%
FIX vs LNT
+186.9%
+3,366.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.6% |
| 7D | +9.4% | +1.0% | +8.4% | +9.0% |
| 30D | -27.8% | +9.6% | -37.4% | -31.1% |
| 3M | -35.6% | +5.4% | -40.9% | -37.4% |
| 6M | -45.2% | +3.1% | -48.3% | -46.6% |
| YTD | +19.5% | +16.5% | +3.0% | +9.6% |
| 1Y | +24.2% | +12.3% | +11.9% | +15.9% |
| 3Y | +494.2% | +70.3% | +423.9% | +332.1% |
| 5Y | +1,036.1% | +56.4% | +979.7% | +747.8% |
| All | +3,553.2% | +186.9% | +3,366.3% | +2,139.9% |
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