+445.3%
MP vs LNT
+72.9%
+372.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -2.9% | -0.1% | -2.8% | -2.8% |
| 30D | +13.8% | -3.2% | +17.0% | +14.3% |
| 3M | -16.7% | -4.1% | -12.6% | -16.5% |
| 6M | -11.5% | -4.6% | -6.9% | -11.3% |
| YTD | +7.9% | +7.0% | +0.9% | +5.2% |
| 1Y | -15.0% | +8.3% | -23.3% | -17.5% |
| 3Y | +153.5% | +51.0% | +102.5% | +126.9% |
| 5Y | +58.7% | +30.2% | +28.5% | +44.0% |
| All | +445.3% | +72.9% | +372.4% | +354.4% |
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