+72.2%
MSFU vs LNT
+27.5%
+44.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.3% | -2.4% |
| 7D | -3.2% | +1.0% | -4.2% | -3.2% |
| 30D | -3.1% | -1.1% | -2.0% | -3.1% |
| 3M | +35.3% | -3.6% | +38.9% | +35.6% |
| 6M | +31.6% | -2.7% | +34.2% | +31.4% |
| YTD | -9.5% | +8.0% | -17.5% | -11.8% |
| 1Y | -18.4% | +10.5% | -28.9% | -20.9% |
| 3Y | +26.9% | +49.6% | -22.6% | +8.7% |
| All | +72.2% | +27.5% | +44.8% | +75.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling