+6,169.9%
MU vs LNT
+140.9%
+6,029.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.8% | +3.0% |
| 7D | +7.5% | +0.2% | +7.3% | +7.4% |
| 30D | +19.4% | -0.5% | +19.9% | +19.5% |
| 3M | +9.8% | -5.5% | +15.4% | +10.8% |
| 6M | +164.1% | -3.8% | +167.9% | +164.5% |
| YTD | +260.3% | +6.8% | +253.5% | +251.4% |
| 1Y | +661.2% | +9.3% | +651.9% | +636.8% |
| 3Y | +1,380.8% | +47.9% | +1,332.9% | +1,199.3% |
| 5Y | +1,346.4% | +31.6% | +1,314.8% | +1,201.4% |
| 10Y | +6,169.9% | +150.1% | +6,019.8% | +4,693.3% |
| All | +6,169.9% | +140.9% | +6,029.0% | +4,693.3% |
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 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