+14,183.4%
TER vs LNT
+3,155.8%
+11,027.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +0.6% | -0.1% | +0.7% | +0.7% |
| 30D | -8.3% | -3.2% | -5.1% | -6.9% |
| 3M | -12.2% | -4.1% | -8.1% | -11.5% |
| 6M | +17.1% | -4.6% | +21.6% | +18.4% |
| YTD | +84.7% | +7.0% | +77.7% | +77.1% |
| 1Y | +199.9% | +8.3% | +191.6% | +185.1% |
| 3Y | +232.8% | +51.0% | +181.8% | +164.8% |
| 5Y | +198.6% | +30.2% | +168.4% | +150.5% |
| 10Y | +1,669.7% | +143.6% | +1,526.2% | +945.1% |
| All | +14,183.4% | +3,155.8% | +11,027.6% | +2,488.3% |
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