+6,893.4%
URI vs LNT
+1,404.6%
+5,488.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.6% |
| 7D | -2.0% | -0.1% | -1.9% | -1.9% |
| 30D | -12.9% | -3.2% | -9.8% | -11.5% |
| 3M | -6.7% | -4.1% | -2.7% | -4.9% |
| 6M | +19.0% | -4.6% | +23.6% | +21.6% |
| YTD | +25.5% | +7.0% | +18.5% | +20.5% |
| 1Y | +5.5% | +8.3% | -2.7% | +0.4% |
| 3Y | +111.3% | +51.0% | +60.3% | +64.7% |
| 5Y | +198.6% | +30.2% | +168.4% | +147.8% |
| 10Y | +1,179.9% | +143.6% | +1,036.3% | +613.0% |
| All | +6,893.4% | +1,404.6% | +5,488.9% | +1,462.6% |
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