+179.2%
URI vs LNT
+51.7%
+127.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.2% | +1.5% |
| 7D | -9.8% | +1.4% | -11.2% | -10.3% |
| 30D | +1.7% | +12.3% | -10.5% | -2.7% |
| 3M | -9.1% | +5.3% | -14.4% | -10.9% |
| 6M | +9.9% | +2.0% | +7.8% | +8.6% |
| YTD | +31.2% | +15.3% | +15.9% | +23.9% |
| 1Y | +25.9% | +12.3% | +13.7% | +20.1% |
| 3Y | +147.4% | +59.1% | +88.3% | +102.4% |
| All | +179.2% | +51.7% | +127.5% | +126.0% |
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 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