+42.7%
MKSI vs LNT
+13.9%
+28.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.3% | -7.3% | -4.2% |
| 7D | -10.7% | +7.2% | -17.8% | -8.8% |
| 30D | -30.5% | +15.6% | -46.1% | -28.4% |
| 3M | -39.2% | +5.2% | -44.4% | -38.2% |
| 6M | -33.0% | +1.7% | -34.7% | -32.6% |
| YTD | +22.3% | +17.0% | +5.3% | +26.0% |
| 1Y | +42.7% | +14.2% | +28.4% | +46.8% |
| All | +42.7% | +13.9% | +28.8% | +46.8% |
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