+1,086.7%
FLEX vs LNT
+140.9%
+945.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.1% |
| 7D | +6.4% | +0.2% | +6.2% | +6.3% |
| 30D | -5.9% | -0.5% | -5.4% | -5.7% |
| 3M | -23.5% | -5.5% | -17.9% | -22.5% |
| 6M | +83.7% | -3.8% | +87.5% | +84.5% |
| YTD | +86.5% | +6.8% | +79.7% | +80.7% |
| 1Y | +100.5% | +9.3% | +91.2% | +92.6% |
| 3Y | +469.8% | +47.9% | +421.9% | +382.1% |
| 5Y | +725.7% | +31.6% | +694.1% | +622.6% |
| 10Y | +1,086.7% | +150.1% | +936.6% | +791.2% |
| All | +1,086.7% | +140.9% | +945.8% | +791.2% |
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