+230.8%
RDW vs LNT
+46.9%
+183.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +0.9% | -1.0% | +1.9% | +1.4% |
| 30D | -21.3% | -4.2% | -17.0% | -19.7% |
| 3M | -37.9% | -6.7% | -31.2% | -36.7% |
| 6M | +12.3% | -3.6% | +15.8% | +11.4% |
| YTD | +39.7% | +5.9% | +33.9% | +28.6% |
| 1Y | +25.7% | +7.3% | +18.4% | +14.4% |
| 3Y | +230.8% | +46.5% | +184.4% | +139.3% |
| All | +230.8% | +46.9% | +183.9% | +139.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling