+7,869.5%
URI vs LNT
+1,542.1%
+6,327.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.6% | +3.9% |
| 7D | +2.4% | -0.2% | +2.6% | +2.6% |
| 30D | +8.9% | +11.6% | -2.7% | +2.5% |
| 3M | +0.8% | +8.2% | -7.4% | -3.5% |
| 6M | +23.1% | +3.1% | +20.0% | +20.5% |
| YTD | +43.1% | +16.8% | +26.3% | +30.8% |
| 1Y | +35.7% | +11.6% | +24.1% | +27.0% |
| 3Y | +158.2% | +67.4% | +90.8% | +90.3% |
| 5Y | +212.6% | +56.8% | +155.8% | +134.4% |
| 10Y | +1,210.8% | +185.0% | +1,025.7% | +571.7% |
| All | +7,869.5% | +1,542.1% | +6,327.4% | +1,596.6% |
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 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