+22.0%
USB vs LNT
+51.7%
-29.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.1% |
| 7D | 0.0% | +1.4% | -1.4% | -0.5% |
| 30D | +5.8% | +12.3% | -6.5% | +1.2% |
| 3M | -6.0% | +5.3% | -11.3% | -7.9% |
| 6M | +7.8% | +2.0% | +5.7% | +6.7% |
| YTD | +14.6% | +15.3% | -0.7% | +7.6% |
| 1Y | +31.8% | +12.3% | +19.5% | +24.9% |
| 3Y | +91.5% | +59.1% | +32.4% | +54.8% |
| All | +22.0% | +51.7% | -29.6% | -3.0% |
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