+39.5%
MAS vs LNT
+12.7%
+26.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.2% |
| 7D | -1.8% | -0.2% | -1.6% | -1.7% |
| 30D | +23.6% | +11.6% | +11.9% | +15.4% |
| 3M | +12.4% | +8.2% | +4.3% | +6.9% |
| 6M | +21.9% | +3.1% | +18.7% | +19.9% |
| YTD | +36.1% | +16.8% | +19.4% | +21.5% |
| 1Y | +39.5% | +11.6% | +27.9% | +27.3% |
| All | +39.5% | +12.7% | +26.8% | +27.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling