+1,157.2%
URI vs LNT
+142.3%
+1,014.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.1% |
| 7D | +2.5% | +1.0% | +1.5% | +2.1% |
| 30D | -12.5% | -1.1% | -11.5% | -12.2% |
| 3M | -6.2% | -3.6% | -2.6% | -4.9% |
| 6M | +25.9% | -2.7% | +28.5% | +27.0% |
| YTD | +26.2% | +8.0% | +18.2% | +21.8% |
| 1Y | +5.5% | +10.5% | -5.0% | +0.8% |
| 3Y | +125.0% | +49.6% | +75.4% | +86.2% |
| 5Y | +210.4% | +32.2% | +178.2% | +168.0% |
| 10Y | +1,157.2% | +141.8% | +1,015.4% | +916.3% |
| All | +1,157.2% | +142.3% | +1,014.9% | +916.3% |
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 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