+5,221.5%
O vs LNT
+2,121.5%
+3,100.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.3% | -1.0% |
| 7D | -0.4% | +1.0% | -1.4% | -0.9% |
| 30D | +7.1% | +9.6% | -2.5% | +2.2% |
| 3M | -5.2% | +5.4% | -10.6% | -7.8% |
| 6M | -1.8% | +3.1% | -4.9% | -3.4% |
| YTD | +9.1% | +16.5% | -7.4% | +0.8% |
| 1Y | +9.7% | +12.3% | -2.6% | +3.2% |
| 3Y | +39.1% | +70.3% | -31.2% | +5.6% |
| 5Y | +8.4% | +56.4% | -48.1% | -15.1% |
| 10Y | +80.2% | +184.3% | -104.1% | +8.0% |
| All | +5,221.5% | +2,121.5% | +3,100.0% | +1,691.7% |
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