+34,839.7%
LOW vs LNT
+3,186.5%
+31,653.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.2% |
| 7D | +0.4% | +1.0% | -0.6% | -0.1% |
| 30D | -10.1% | -1.1% | -9.0% | -9.7% |
| 3M | -2.9% | -3.6% | +0.7% | -1.4% |
| 6M | -19.4% | -2.7% | -16.7% | -18.6% |
| YTD | -15.4% | +8.0% | -23.4% | -18.3% |
| 1Y | -24.9% | +10.5% | -35.4% | -28.2% |
| 3Y | -7.8% | +49.6% | -57.4% | -22.8% |
| 5Y | +8.4% | +32.2% | -23.8% | -5.6% |
| 10Y | +226.8% | +141.8% | +85.0% | +119.2% |
| All | +34,839.7% | +3,186.5% | +31,653.3% | +8,940.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling