-34.9%
TLT vs LNT
+31.1%
-66.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.4% |
| 7D | -0.3% | +0.2% | -0.4% | -0.3% |
| 30D | 0.0% | -0.5% | +0.5% | +0.1% |
| 3M | -2.9% | -5.5% | +2.6% | -1.9% |
| 6M | -6.3% | -3.8% | -2.5% | -5.7% |
| YTD | -3.3% | +6.8% | -10.2% | -4.9% |
| 1Y | -4.2% | +9.3% | -13.5% | -6.2% |
| 3Y | -1.7% | +47.9% | -49.6% | -9.7% |
| 5Y | -34.9% | +31.6% | -66.5% | -38.6% |
| All | -34.9% | +31.1% | -66.0% | -38.6% |
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 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