+12,471.5%
FIX vs LNT
+1,632.9%
+10,838.6%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.8% |
| 3M | -15.9% | -4.1% | -11.8% | -14.7% |
| 6M | +12.7% | -4.6% | +17.3% | +14.5% |
| YTD | +72.8% | +7.0% | +65.8% | +66.0% |
| 1Y | +122.9% | +8.3% | +114.6% | +112.6% |
| 3Y | +774.3% | +51.0% | +723.3% | +590.4% |
| 5Y | +2,049.5% | +30.2% | +2,019.3% | +1,703.6% |
| 10Y | +5,821.5% | +143.6% | +5,677.9% | +3,523.3% |
| All | +12,471.5% | +1,632.9% | +10,838.6% | +3,337.1% |
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