+53.9%
RMD vs LNT
+50.4%
+3.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.5% |
| 7D | -4.5% | +1.0% | -5.5% | -4.7% |
| 30D | +4.6% | -1.1% | +5.7% | +4.9% |
| 3M | +14.8% | -3.6% | +18.4% | +15.9% |
| 6M | -12.1% | -2.7% | -9.4% | -11.6% |
| YTD | -7.5% | +8.0% | -15.5% | -10.0% |
| 1Y | -20.1% | +10.5% | -30.5% | -22.8% |
| 3Y | +53.9% | +49.6% | +4.3% | +34.3% |
| All | +53.9% | +50.4% | +3.5% | +34.3% |
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