+4,353.8%
WAB vs LNT
+2,017.9%
+2,335.9%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.9% |
| 7D | +7.9% | -0.5% | +8.4% | +8.2% |
| 30D | +4.9% | +9.9% | -5.0% | +0.3% |
| 3M | +1.8% | +4.8% | -3.0% | -0.6% |
| 6M | +12.0% | +2.2% | +9.8% | +10.3% |
| YTD | +41.3% | +15.9% | +25.4% | +31.2% |
| 1Y | +43.8% | +10.6% | +33.3% | +36.4% |
| 3Y | +171.1% | +66.1% | +105.0% | +109.2% |
| 5Y | +217.7% | +55.6% | +162.1% | +149.4% |
| 10Y | +272.3% | +182.8% | +89.5% | +112.8% |
| All | +4,353.8% | +2,017.9% | +2,335.9% | +1,088.4% |
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