+1,463.7%
GIS vs LNT
+3,186.5%
-1,722.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.9% |
| 7D | -8.3% | +1.0% | -9.3% | -8.6% |
| 30D | +2.2% | -1.1% | +3.3% | +2.5% |
| 3M | +15.7% | -3.6% | +19.3% | +17.0% |
| 6M | -12.0% | -2.7% | -9.3% | -11.3% |
| YTD | -15.0% | +8.0% | -23.0% | -17.1% |
| 1Y | -20.1% | +10.5% | -30.6% | -22.7% |
| 3Y | -34.6% | +49.6% | -84.2% | -42.6% |
| 5Y | -22.8% | +32.2% | -55.1% | -30.2% |
| 10Y | -18.5% | +141.8% | -160.3% | -38.8% |
| All | +1,463.7% | +3,186.5% | -1,722.8% | +452.5% |
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 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