+150.5%
SPMO vs LNT
+31.4%
+119.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.9% | -1.0% | +0.1% | -0.8% |
| 30D | -1.9% | -4.2% | +2.3% | -1.2% |
| 3M | -1.4% | -6.7% | +5.3% | -0.4% |
| 6M | +25.5% | -3.6% | +29.1% | +25.7% |
| YTD | +24.8% | +5.9% | +19.0% | +22.5% |
| 1Y | +24.5% | +7.3% | +17.2% | +21.6% |
| 3Y | +157.1% | +46.5% | +110.7% | +130.8% |
| All | +150.5% | +31.4% | +119.1% | +129.3% |
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 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