+7,210.0%
URI vs LNT
+1,520.9%
+5,689.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.2% | +1.7% |
| 7D | -9.8% | +1.4% | -11.2% | -10.5% |
| 30D | +1.7% | +12.3% | -10.5% | -4.5% |
| 3M | -9.1% | +5.3% | -14.4% | -11.8% |
| 6M | +9.9% | +2.0% | +7.8% | +8.0% |
| YTD | +31.2% | +15.3% | +15.9% | +20.7% |
| 1Y | +25.9% | +12.3% | +13.7% | +17.4% |
| 3Y | +147.4% | +59.1% | +88.3% | +87.4% |
| 5Y | +179.7% | +51.7% | +128.1% | +113.4% |
| 10Y | +1,419.5% | +170.1% | +1,249.4% | +698.2% |
| All | +7,210.0% | +1,520.9% | +5,689.1% | +1,466.3% |
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 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