-24.5%
MDB vs LNT
+35.5%
-60.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.4% |
| 7D | -18.0% | +1.0% | -19.0% | -17.9% |
| 30D | -10.7% | -1.1% | -9.6% | -10.8% |
| 3M | +1.0% | -3.6% | +4.6% | +0.7% |
| 6M | +31.6% | -2.7% | +34.3% | +31.4% |
| YTD | -15.2% | +8.0% | -23.2% | -15.4% |
| 1Y | +10.1% | +10.5% | -0.3% | +9.6% |
| 3Y | -5.6% | +49.6% | -55.2% | -7.2% |
| 5Y | -24.5% | +32.2% | -56.8% | -27.8% |
| All | -24.5% | +35.5% | -60.0% | -27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling