+746.4%
TEAM vs LNT
+215.7%
+530.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.9% |
| 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% | +87.1% |
| 6M | +116.7% | -3.8% | +120.5% | +117.0% |
| YTD | +9.6% | +6.8% | +2.8% | +7.5% |
| 1Y | -2.5% | +9.3% | -11.8% | -5.0% |
| 3Y | -14.0% | +47.9% | -61.9% | -21.9% |
| 5Y | -53.1% | +31.6% | -84.7% | -56.7% |
| 10Y | +502.9% | +150.1% | +352.8% | +436.7% |
| All | +746.4% | +215.7% | +530.6% | +794.7% |
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