+74.8%
MTZ vs LNT
+51.7%
+23.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.0% | +10.6% | +9.8% |
| 7D | -6.4% | +1.4% | -7.9% | -6.9% |
| 30D | -22.1% | +12.3% | -34.3% | -24.8% |
| 3M | -32.7% | +5.3% | -38.0% | -33.8% |
| 6M | -59.8% | +2.0% | -61.9% | -60.3% |
| YTD | -19.9% | +15.3% | -35.2% | -24.0% |
| 1Y | -11.5% | +12.3% | -23.8% | -15.3% |
| 3Y | +258.1% | +59.1% | +199.0% | +196.4% |
| All | +74.8% | +51.7% | +23.1% | +47.8% |
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 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