+779.7%
MSCI vs LNT
+166.8%
+612.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.4% |
| 7D | +1.5% | +0.6% | +0.8% | +1.2% |
| 30D | +14.4% | +12.4% | +2.0% | +8.7% |
| 3M | +15.2% | +6.7% | +8.5% | +11.8% |
| 6M | +11.2% | +3.9% | +7.3% | +8.9% |
| YTD | +13.9% | +16.5% | -2.6% | +5.2% |
| 1Y | +12.5% | +12.5% | 0.0% | +5.6% |
| 3Y | +32.3% | +66.9% | -34.6% | +1.6% |
| 5Y | +4.9% | +56.1% | -51.2% | -17.7% |
| 10Y | +779.7% | +173.2% | +606.5% | +457.6% |
| All | +779.7% | +166.8% | +612.9% | +457.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling