+104.6%
GD vs LNT
+54.8%
+49.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | +0.6% | -0.2% | +0.8% | +0.7% |
| 30D | +9.5% | +11.6% | -2.2% | +5.1% |
| 3M | -5.8% | +8.2% | -14.0% | -8.6% |
| 6M | +7.7% | +3.1% | +4.6% | +6.3% |
| YTD | +11.1% | +16.8% | -5.7% | +4.4% |
| 1Y | +6.1% | +11.6% | -5.5% | +1.4% |
| 3Y | +59.8% | +67.4% | -7.5% | +29.1% |
| 5Y | +104.6% | +56.8% | +47.9% | +66.5% |
| All | +104.6% | +54.8% | +49.8% | +66.5% |
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