+2,222.5%
MKSI vs LNT
+1,415.4%
+807.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +2.7% | -1.0% | +3.7% | +3.2% |
| 30D | -12.8% | -4.2% | -8.6% | -11.0% |
| 3M | -22.5% | -6.7% | -15.8% | -20.4% |
| 6M | +19.4% | -3.6% | +23.0% | +20.5% |
| YTD | +67.7% | +5.9% | +61.8% | +61.7% |
| 1Y | +131.4% | +7.3% | +124.1% | +120.9% |
| 3Y | +197.3% | +46.5% | +150.8% | +137.4% |
| 5Y | +87.0% | +32.5% | +54.5% | +54.3% |
| 10Y | +522.1% | +147.9% | +374.2% | +258.7% |
| All | +2,222.5% | +1,415.4% | +807.1% | +458.8% |
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 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