+33.2%
LNT vs UUUU
+88.5%
-55.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | -0.8% |
| 7D | -1.1% | -5.0% | +3.9% | -1.0% |
| 30D | -1.9% | -7.8% | +5.8% | -1.9% |
| 3M | -7.2% | -0.4% | -6.7% | -7.2% |
| 6M | -3.9% | -32.9% | +29.0% | -3.5% |
| YTD | +5.9% | -6.3% | +12.1% | +5.3% |
| 1Y | +8.4% | +7.9% | +0.4% | +7.1% |
| 3Y | +46.6% | +85.2% | -38.6% | +41.4% |
| All | +33.2% | +88.5% | -55.3% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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