+221.8%
GWW vs LNT
+30.4%
+191.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | -3.1% | -1.1% | -2.0% | -2.8% |
| 30D | -2.3% | -1.9% | -0.4% | -1.6% |
| 3M | -3.3% | -7.2% | +3.9% | -0.7% |
| 6M | +15.4% | -3.9% | +19.3% | +16.6% |
| YTD | +26.7% | +5.9% | +20.9% | +23.1% |
| 1Y | +29.0% | +8.4% | +20.6% | +23.9% |
| 3Y | +89.0% | +46.6% | +42.4% | +56.4% |
| 5Y | +221.8% | +32.4% | +189.3% | +180.4% |
| All | +221.8% | +30.4% | +191.4% | +180.4% |
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