+155.8%
STT vs LNT
+31.1%
+124.7%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.4% |
| 7D | +1.0% | +0.2% | +0.8% | +0.9% |
| 30D | +2.8% | -0.5% | +3.3% | +2.9% |
| 3M | +18.1% | -5.5% | +23.6% | +20.4% |
| 6M | +59.2% | -3.8% | +63.0% | +60.6% |
| YTD | +51.5% | +6.8% | +44.6% | +45.4% |
| 1Y | +75.7% | +9.3% | +66.4% | +66.6% |
| 3Y | +200.8% | +47.9% | +152.8% | +147.5% |
| 5Y | +155.8% | +31.6% | +124.2% | +112.9% |
| All | +155.8% | +31.1% | +124.7% | +112.9% |
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