+37.5%
MTZ vs LNT
+9.7%
+27.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -2.1% |
| 7D | +2.3% | +0.2% | +2.1% | +2.3% |
| 30D | -10.3% | -0.5% | -9.8% | -10.1% |
| 3M | -31.8% | -5.5% | -26.3% | -32.2% |
| 6M | -19.2% | -3.8% | -15.4% | -20.0% |
| YTD | +10.7% | +6.8% | +3.9% | +8.8% |
| 1Y | +37.5% | +9.3% | +28.2% | +37.8% |
| All | +37.5% | +9.7% | +27.8% | +37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling