+1,027.6%
FIX vs LNT
+55.9%
+971.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.5% |
| 7D | +9.4% | +1.0% | +8.4% | +9.2% |
| 30D | -27.8% | +9.6% | -37.4% | -29.3% |
| 3M | -35.6% | +5.4% | -40.9% | -36.4% |
| 6M | -45.2% | +3.1% | -48.3% | -45.9% |
| YTD | +19.5% | +16.5% | +3.0% | +14.3% |
| 1Y | +24.2% | +12.3% | +11.9% | +20.0% |
| 3Y | +494.2% | +70.3% | +423.9% | +390.1% |
| All | +1,027.6% | +55.9% | +971.6% | +858.3% |
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