+494.0%
TEAM vs LNT
+148.3%
+345.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | -7.8% | -1.1% | -6.7% | -7.6% |
| 30D | +16.5% | -1.9% | +18.5% | +16.9% |
| 3M | +96.2% | -7.2% | +103.3% | +98.3% |
| 6M | +130.2% | -3.9% | +134.1% | +130.6% |
| YTD | +10.7% | +5.9% | +4.9% | +8.5% |
| 1Y | +3.0% | +8.4% | -5.4% | +0.2% |
| 3Y | -13.1% | +46.6% | -59.7% | -22.1% |
| 5Y | -52.7% | +32.4% | -85.2% | -56.9% |
| All | +494.0% | +148.3% | +345.7% | +387.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling