+7.3%
MSCI vs LNT
+50.4%
-43.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.7% | -4.0% |
| 7D | -2.1% | +1.0% | -3.1% | -2.4% |
| 30D | -1.7% | -1.1% | -0.6% | -1.5% |
| 3M | -8.2% | -3.6% | -4.6% | -7.4% |
| 6M | -2.4% | -2.7% | +0.2% | -2.1% |
| YTD | -2.8% | +8.0% | -10.8% | -6.3% |
| 1Y | -2.7% | +10.5% | -13.1% | -7.1% |
| 3Y | +7.3% | +49.6% | -42.3% | -10.1% |
| All | +7.3% | +50.4% | -43.1% | -10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling