+1,992.3%
RSG vs LNT
+1,311.7%
+680.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.8% |
| 7D | 0.0% | +0.2% | -0.2% | -0.1% |
| 30D | +3.7% | -0.5% | +4.2% | +3.8% |
| 3M | +6.2% | -5.5% | +11.7% | +8.6% |
| 6M | -2.8% | -3.8% | +1.0% | -1.3% |
| YTD | +5.9% | +6.8% | -0.9% | +2.9% |
| 1Y | -1.8% | +9.3% | -11.1% | -5.5% |
| 3Y | +57.5% | +47.9% | +9.6% | +32.7% |
| 5Y | +91.1% | +31.6% | +59.5% | +67.5% |
| 10Y | +428.1% | +150.1% | +277.9% | +257.7% |
| All | +1,992.3% | +1,311.7% | +680.5% | +743.1% |
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 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