+1,682.0%
MAS vs LNT
+3,460.6%
-1,778.6%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.3% | +3.4% | +4.6% |
| 7D | +14.2% | +7.2% | +7.0% | +10.7% |
| 30D | +26.8% | +15.6% | +11.2% | +18.7% |
| 3M | +13.1% | +5.2% | +7.9% | +10.6% |
| 6M | +27.9% | +1.7% | +26.3% | +27.0% |
| YTD | +38.7% | +17.0% | +21.6% | +29.0% |
| 1Y | +40.4% | +14.2% | +26.1% | +32.0% |
| 3Y | +66.1% | +59.4% | +6.7% | +32.5% |
| 5Y | +47.4% | +56.1% | -8.7% | +17.5% |
| 10Y | +238.3% | +174.2% | +64.1% | +103.2% |
| All | +1,682.0% | +3,460.6% | -1,778.6% | +354.3% |
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 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