+3,332.7%
FN vs LNT
+708.5%
+2,624.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.5% | +5.4% | +5.7% |
| 7D | +8.0% | -0.2% | +8.2% | +8.1% |
| 30D | -19.1% | +11.6% | -30.8% | -22.5% |
| 3M | -29.8% | +8.2% | -38.0% | -31.9% |
| 6M | -43.2% | +3.1% | -46.3% | -44.3% |
| YTD | -18.9% | +16.8% | -35.7% | -24.2% |
| 1Y | -17.9% | +11.6% | -29.5% | -21.9% |
| 3Y | +120.1% | +67.4% | +52.7% | +73.2% |
| 5Y | +206.7% | +56.8% | +149.9% | +144.2% |
| 10Y | +804.7% | +185.0% | +619.6% | +387.7% |
| All | +3,332.7% | +708.5% | +2,624.2% | +644.9% |
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