+19.9%
MDT vs LNT
+13.9%
+6.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.3% | +3.9% | +5.2% |
| 7D | +10.7% | +7.2% | +3.6% | +7.8% |
| 30D | +19.3% | +15.6% | +3.7% | +13.1% |
| 3M | +22.8% | +5.2% | +17.6% | +20.4% |
| 6M | +36.4% | +1.7% | +34.7% | +35.9% |
| YTD | +12.1% | +17.0% | -5.0% | +7.1% |
| 1Y | +19.9% | +14.2% | +5.7% | +16.8% |
| All | +19.9% | +13.9% | +6.0% | +16.8% |
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 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