+32.4%
LNT vs WU
-51.6%
+84.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | -1.1% | -5.0% | +3.9% | -0.4% |
| 30D | -1.9% | -2.3% | +0.3% | -1.7% |
| 3M | -7.2% | -3.2% | -4.0% | -7.3% |
| 6M | -3.9% | -25.0% | +21.1% | 0.0% |
| YTD | +5.9% | -21.7% | +27.5% | +9.0% |
| 1Y | +8.4% | -9.0% | +17.3% | +7.9% |
| 3Y | +46.6% | -28.9% | +75.5% | +51.8% |
| 5Y | +32.4% | -51.0% | +83.5% | +41.9% |
| All | +32.4% | -51.6% | +84.0% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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