+2,715.8%
MSCI vs LNT
+606.4%
+2,109.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.2% | -1.7% |
| 7D | +2.8% | +1.4% | +1.4% | +2.1% |
| 30D | +15.4% | +12.3% | +3.1% | +8.3% |
| 3M | +13.4% | +5.3% | +8.1% | +10.1% |
| 6M | +10.9% | +2.0% | +8.9% | +9.1% |
| YTD | +13.0% | +15.3% | -2.3% | +3.1% |
| 1Y | +12.0% | +12.3% | -0.3% | +3.7% |
| 3Y | +34.1% | +59.1% | -25.0% | +0.1% |
| 5Y | +3.9% | +51.7% | -47.8% | -21.7% |
| 10Y | +802.0% | +170.1% | +631.9% | +350.1% |
| All | +2,715.8% | +606.4% | +2,109.5% | +568.2% |
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