+259.3%
UPS vs LNT
+1,498.7%
-1,239.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.7% |
| 7D | +3.8% | +1.0% | +2.7% | +3.4% |
| 30D | +17.4% | +9.6% | +7.8% | +13.8% |
| 3M | +8.2% | +5.4% | +2.8% | +6.3% |
| 6M | +17.9% | +3.1% | +14.8% | +16.5% |
| YTD | +18.7% | +16.5% | +2.2% | +12.3% |
| 1Y | +24.8% | +12.3% | +12.5% | +19.5% |
| 3Y | -4.5% | +70.3% | -74.8% | -21.4% |
| 5Y | -33.2% | +56.4% | -89.6% | -44.0% |
| 10Y | +44.2% | +184.3% | -140.0% | -3.0% |
| All | +259.3% | +1,498.7% | -1,239.4% | +47.0% |
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