+25.2%
ISRG vs LNT
+55.0%
-29.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | +2.1% | +1.6% | +0.6% | +1.7% |
| 30D | +6.2% | +12.1% | -5.9% | +2.3% |
| 3M | +14.4% | +8.2% | +6.2% | +11.4% |
| 6M | 0.0% | +3.6% | -3.6% | -1.2% |
| YTD | -20.5% | +16.2% | -36.7% | -24.8% |
| 1Y | -21.9% | +12.8% | -34.7% | -25.3% |
| 3Y | +62.2% | +66.5% | -4.3% | +31.1% |
| 5Y | +25.2% | +53.8% | -28.6% | +7.1% |
| All | +25.2% | +55.0% | -29.8% | +7.1% |
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 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