-4.1%
WAT vs LNT
+31.1%
-35.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.8% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | -1.7% | -0.5% | -1.2% | -1.6% |
| 3M | +9.1% | -5.5% | +14.6% | +10.9% |
| 6M | +32.4% | -3.8% | +36.2% | +33.4% |
| YTD | +6.6% | +6.8% | -0.3% | +3.0% |
| 1Y | +34.7% | +9.3% | +25.4% | +28.9% |
| 3Y | +53.6% | +47.9% | +5.7% | +27.1% |
| 5Y | -4.1% | +31.6% | -35.7% | -19.0% |
| All | -4.1% | +31.1% | -35.2% | -19.0% |
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