+118.6%
GLD vs LNT
+51.7%
+66.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.3% | -0.7% |
| 7D | +4.7% | +1.4% | +3.3% | +4.5% |
| 30D | -0.9% | +12.3% | -13.2% | -2.4% |
| 3M | -4.4% | +5.3% | -9.7% | -5.1% |
| 6M | -13.6% | +2.0% | -15.6% | -13.9% |
| YTD | -6.0% | +15.3% | -21.3% | -8.1% |
| 1Y | +1.8% | +12.3% | -10.5% | -0.2% |
| 3Y | +103.2% | +59.1% | +44.1% | +88.7% |
| All | +118.6% | +51.7% | +66.9% | +106.0% |
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