+28.3%
RDW vs LNT
+8.1%
+20.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.5% |
| 7D | -3.1% | -0.1% | -3.0% | -3.2% |
| 30D | -1.8% | -3.2% | +1.4% | -3.2% |
| 3M | -50.9% | -4.1% | -46.8% | -52.5% |
| 6M | +13.5% | -4.6% | +18.0% | +10.2% |
| YTD | +38.6% | +7.0% | +31.6% | +29.6% |
| 1Y | +28.3% | +8.3% | +20.0% | +27.5% |
| All | +28.3% | +8.1% | +20.2% | +27.5% |
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