+1,218.8%
URI vs LNT
+166.8%
+1,052.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.1% | +5.8% | +6.4% |
| 7D | -4.0% | +0.6% | -4.6% | -4.3% |
| 30D | +6.8% | +12.4% | -5.6% | +1.5% |
| 3M | -2.8% | +6.7% | -9.5% | -5.6% |
| 6M | +20.9% | +3.9% | +16.9% | +18.4% |
| YTD | +40.2% | +16.5% | +23.7% | +30.8% |
| 1Y | +34.1% | +12.5% | +21.6% | +26.9% |
| 3Y | +164.1% | +66.9% | +97.3% | +107.0% |
| 5Y | +199.3% | +56.1% | +143.3% | +138.6% |
| 10Y | +1,218.8% | +173.2% | +1,045.6% | +949.6% |
| All | +1,218.8% | +166.8% | +1,052.0% | +949.6% |
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