+1,895.7%
TER vs LNT
+140.9%
+1,754.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.4% |
| 7D | +12.4% | +0.2% | +12.2% | +12.3% |
| 30D | +5.1% | -0.5% | +5.6% | +5.3% |
| 3M | +4.0% | -5.5% | +9.5% | +5.0% |
| 6M | +29.5% | -3.8% | +33.3% | +30.0% |
| YTD | +98.5% | +6.8% | +91.6% | +92.5% |
| 1Y | +234.1% | +9.3% | +224.8% | +220.9% |
| 3Y | +289.0% | +47.9% | +241.1% | +231.4% |
| 5Y | +228.2% | +31.6% | +196.6% | +188.9% |
| 10Y | +1,895.7% | +150.1% | +1,745.5% | +1,384.6% |
| All | +1,895.7% | +140.9% | +1,754.7% | +1,384.6% |
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