+2,102.5%
FTI vs LNT
+1,140.6%
+961.9%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.6% | +0.2% |
| 7D | -2.3% | +0.2% | -2.5% | -2.4% |
| 30D | +5.0% | -0.5% | +5.5% | +5.2% |
| 3M | +13.8% | -5.5% | +19.4% | +17.1% |
| 6M | +22.9% | -3.8% | +26.7% | +24.6% |
| YTD | +75.0% | +6.8% | +68.2% | +66.9% |
| 1Y | +96.9% | +9.3% | +87.6% | +84.8% |
| 3Y | +276.7% | +47.9% | +228.8% | +189.7% |
| 5Y | +1,157.0% | +31.6% | +1,125.4% | +909.0% |
| 10Y | +310.7% | +150.1% | +160.5% | +108.9% |
| All | +2,102.5% | +1,140.6% | +961.9% | +268.1% |
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