+85.1%
MET vs LNT
+30.4%
+54.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.5% |
| 7D | -2.5% | -1.1% | -1.4% | -2.1% |
| 30D | 0.0% | -1.9% | +1.9% | +0.6% |
| 3M | +13.1% | -7.2% | +20.2% | +15.9% |
| 6M | +39.0% | -3.9% | +42.9% | +40.5% |
| YTD | +25.2% | +5.9% | +19.3% | +21.9% |
| 1Y | +25.6% | +8.4% | +17.3% | +21.2% |
| 3Y | +67.1% | +46.6% | +20.5% | +44.1% |
| 5Y | +85.1% | +32.4% | +52.7% | +60.9% |
| All | +85.1% | +30.4% | +54.7% | +60.9% |
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