+492.6%
MTZ vs LNT
+166.8%
+325.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.1% | +7.5% | +8.2% |
| 7D | -2.4% | +0.6% | -3.0% | -2.8% |
| 30D | -11.1% | +12.4% | -23.5% | -14.9% |
| 3M | -30.6% | +6.7% | -37.3% | -32.3% |
| 6M | -54.4% | +3.9% | -58.3% | -55.3% |
| YTD | -13.0% | +16.5% | -29.6% | -18.3% |
| 1Y | -5.7% | +12.5% | -18.2% | -10.3% |
| 3Y | +297.2% | +66.9% | +230.3% | +220.6% |
| 5Y | +95.9% | +56.1% | +39.8% | +60.5% |
| 10Y | +492.6% | +173.2% | +319.4% | +408.8% |
| All | +492.6% | +166.8% | +325.8% | +408.8% |
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