+3,763.3%
MRK vs LNT
+3,186.5%
+576.9%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.6% |
| 7D | -0.9% | +1.0% | -2.0% | -1.3% |
| 30D | +15.5% | -1.1% | +16.6% | +15.9% |
| 3M | +25.1% | -3.6% | +28.7% | +26.7% |
| 6M | +30.1% | -2.7% | +32.7% | +31.2% |
| YTD | +43.1% | +8.0% | +35.1% | +39.1% |
| 1Y | +82.5% | +10.5% | +72.0% | +76.0% |
| 3Y | +49.3% | +49.6% | -0.3% | +28.1% |
| 5Y | +130.3% | +32.2% | +98.0% | +103.4% |
| 10Y | +234.3% | +141.8% | +92.6% | +132.2% |
| All | +3,763.3% | +3,186.5% | +576.9% | +1,100.8% |
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