+116.1%
PAAS vs LNT
+35.5%
+80.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.1% |
| 7D | +2.0% | +1.0% | +1.0% | +1.6% |
| 30D | -0.1% | -1.1% | +1.0% | +0.3% |
| 3M | +8.2% | -3.6% | +11.8% | +9.5% |
| 6M | -13.8% | -2.7% | -11.1% | -13.4% |
| YTD | -0.6% | +8.0% | -8.6% | -5.2% |
| 1Y | +44.0% | +10.5% | +33.5% | +35.7% |
| 3Y | +246.6% | +49.6% | +197.0% | +176.8% |
| 5Y | +116.1% | +32.2% | +83.9% | +82.1% |
| All | +116.1% | +35.5% | +80.6% | +82.1% |
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