+4,422.1%
MSI vs LNT
+3,444.2%
+977.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | -0.1% |
| 7D | +3.2% | +1.0% | +2.2% | +2.8% |
| 30D | +17.6% | +9.6% | +8.0% | +12.9% |
| 3M | +14.5% | +5.4% | +9.1% | +11.7% |
| 6M | +34.3% | +3.1% | +31.1% | +31.9% |
| YTD | +39.7% | +16.5% | +23.2% | +30.0% |
| 1Y | +40.2% | +12.3% | +27.9% | +32.4% |
| 3Y | +77.1% | +70.3% | +6.8% | +37.1% |
| 5Y | +124.0% | +56.4% | +67.6% | +78.2% |
| 10Y | +665.5% | +184.3% | +481.2% | +359.2% |
| All | +4,422.1% | +3,444.2% | +977.9% | +901.4% |
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