+40.4%
MOD vs LNT
+8.4%
+32.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | +9.6% | -0.1% | +9.7% | +9.6% |
| 30D | 0.0% | -3.2% | +3.2% | -0.1% |
| 3M | -35.4% | -4.1% | -31.3% | -36.1% |
| 6M | -7.3% | -4.6% | -2.7% | -8.2% |
| YTD | +45.8% | +7.0% | +38.8% | +42.2% |
| All | +40.4% | +8.4% | +32.0% | +41.8% |
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