+1,072.7%
FTI vs LNT
+30.4%
+1,042.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.7% |
| 7D | -5.6% | -1.1% | -4.5% | -5.4% |
| 30D | +0.4% | -1.9% | +2.3% | +0.8% |
| 3M | +8.1% | -7.2% | +15.3% | +9.8% |
| 6M | +16.7% | -3.9% | +20.6% | +17.4% |
| YTD | +70.0% | +5.9% | +64.1% | +66.8% |
| 1Y | +85.4% | +8.4% | +77.1% | +80.7% |
| 3Y | +265.9% | +46.6% | +219.3% | +231.1% |
| 5Y | +1,072.7% | +32.4% | +1,040.3% | +976.4% |
| All | +1,072.7% | +30.4% | +1,042.3% | +976.4% |
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