+5,008.9%
FLEX vs LNT
+1,972.2%
+3,036.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.0% | +5.6% | +5.1% |
| 7D | -19.3% | +1.4% | -20.7% | -20.1% |
| 30D | -41.5% | +12.3% | -53.8% | -45.3% |
| 3M | -43.1% | +5.3% | -48.4% | -45.0% |
| 6M | -48.2% | +2.0% | -50.2% | -49.5% |
| YTD | +15.5% | +15.3% | +0.2% | +5.0% |
| 1Y | +10.2% | +12.3% | -2.1% | +1.5% |
| 3Y | +256.8% | +59.1% | +197.7% | +164.3% |
| 5Y | +408.2% | +51.7% | +356.5% | +277.3% |
| 10Y | +580.9% | +170.1% | +410.7% | +242.6% |
| All | +5,008.9% | +1,972.2% | +3,036.7% | +788.5% |
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