+191.8%
FN vs LNT
+55.5%
+136.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -4.1% |
| 7D | +20.8% | -0.5% | +21.3% | +20.8% |
| 30D | -17.3% | +9.9% | -27.2% | -18.1% |
| 3M | -38.1% | +4.8% | -42.9% | -38.4% |
| 6M | -44.2% | +2.2% | -46.4% | -44.6% |
| YTD | -22.3% | +15.9% | -38.2% | -24.0% |
| 1Y | -20.9% | +10.6% | -31.5% | -22.2% |
| 3Y | +111.1% | +66.1% | +45.0% | +84.4% |
| 5Y | +191.8% | +55.6% | +136.2% | +159.7% |
| All | +191.8% | +55.5% | +136.3% | +159.7% |
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