+1,082.7%
MOD vs LNT
+55.9%
+1,026.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.9% | +0.5% | +27.3% | +27.8% |
| 7D | +40.4% | +1.0% | +39.4% | +40.2% |
| 30D | -14.0% | +9.6% | -23.6% | -15.8% |
| 3M | -33.3% | +5.4% | -38.7% | -34.2% |
| 6M | -51.4% | +3.1% | -54.5% | -52.0% |
| YTD | +1.6% | +16.5% | -14.9% | -2.8% |
| 1Y | +5.4% | +12.3% | -6.9% | +1.7% |
| 3Y | +191.0% | +70.3% | +120.7% | +141.4% |
| All | +1,082.7% | +55.9% | +1,026.8% | +909.9% |
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