+5,470.8%
FLEX vs LNT
+1,988.4%
+3,482.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.5% |
| 7D | -13.6% | +1.6% | -15.2% | -14.4% |
| 30D | -36.5% | +12.1% | -48.6% | -40.5% |
| 3M | -36.4% | +8.2% | -44.6% | -39.3% |
| 6M | -46.5% | +3.6% | -50.1% | -48.2% |
| YTD | +25.9% | +16.2% | +9.8% | +14.1% |
| 1Y | +19.6% | +12.8% | +6.8% | +9.9% |
| 3Y | +287.0% | +66.5% | +220.5% | +179.8% |
| 5Y | +466.6% | +53.8% | +412.8% | +317.8% |
| 10Y | +626.9% | +182.5% | +444.4% | +257.0% |
| All | +5,470.8% | +1,988.4% | +3,482.4% | +865.5% |
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