+731.3%
LNT vs WU
-21.8%
+753.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | +0.2% |
| 7D | +1.0% | -2.0% | +3.1% | +1.5% |
| 30D | +9.6% | +11.4% | -1.8% | +6.6% |
| 3M | +5.4% | -6.8% | +12.2% | +6.9% |
| 6M | +3.1% | -14.6% | +17.7% | +5.7% |
| YTD | +16.5% | -20.6% | +37.1% | +21.0% |
| 1Y | +12.3% | -15.4% | +27.7% | +14.6% |
| 3Y | +70.3% | -23.6% | +93.9% | +75.5% |
| 5Y | +56.4% | -43.4% | +99.8% | +71.0% |
| 10Y | +184.3% | -38.8% | +223.1% | +197.7% |
| All | +731.3% | -21.8% | +753.1% | +626.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling