-53.1%
TEAM vs LNT
+31.1%
-84.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.8% |
| 7D | -4.7% | +0.2% | -4.8% | -4.7% |
| 30D | +17.0% | -0.5% | +17.5% | +17.1% |
| 3M | +85.9% | -5.5% | +91.4% | +86.7% |
| 6M | +116.7% | -3.8% | +120.5% | +116.7% |
| YTD | +9.6% | +6.8% | +2.8% | +7.1% |
| 1Y | -2.5% | +9.3% | -11.8% | -5.4% |
| 3Y | -14.0% | +47.9% | -61.9% | -24.7% |
| 5Y | -53.1% | +31.6% | -84.7% | -56.5% |
| All | -53.1% | +31.1% | -84.2% | -56.5% |
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