+3,689.8%
FN vs LNT
+640.8%
+3,049.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.2% | +3.2% |
| 7D | -1.7% | -0.1% | -1.6% | -1.6% |
| 30D | -22.0% | -3.2% | -18.8% | -21.0% |
| 3M | -43.0% | -4.1% | -38.9% | -42.6% |
| 6M | -27.7% | -4.6% | -23.2% | -27.0% |
| YTD | -10.5% | +7.0% | -17.5% | -13.3% |
| 1Y | +12.5% | +8.3% | +4.2% | +8.2% |
| 3Y | +153.8% | +51.0% | +102.8% | +107.7% |
| 5Y | +288.0% | +30.2% | +257.8% | +233.7% |
| 10Y | +906.4% | +143.6% | +762.8% | +488.7% |
| All | +3,689.8% | +640.8% | +3,049.0% | +751.3% |
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