-7.9%
MOS vs LNT
+12.4%
-20.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +24.8% | +1.6% | +23.3% | +24.2% |
| 30D | +22.7% | +12.1% | +10.6% | +19.7% |
| 3M | -1.2% | +8.2% | -9.4% | -3.2% |
| 6M | +5.5% | +3.6% | +1.9% | +4.4% |
| YTD | -2.0% | +16.2% | -18.1% | -8.5% |
| 1Y | -7.9% | +12.8% | -20.7% | -15.1% |
| All | -7.9% | +12.4% | -20.3% | -15.1% |
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