+10,555.5%
WAT vs LNT
+1,640.9%
+8,914.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.9% |
| 7D | -0.7% | +1.0% | -1.7% | -1.1% |
| 30D | -1.0% | -1.1% | +0.1% | -0.6% |
| 3M | +10.9% | -3.6% | +14.5% | +12.2% |
| 6M | +33.2% | -2.7% | +35.8% | +33.8% |
| YTD | +6.1% | +8.0% | -1.9% | +2.3% |
| 1Y | +30.2% | +10.5% | +19.8% | +24.5% |
| 3Y | +52.9% | +49.6% | +3.3% | +29.1% |
| 5Y | -5.1% | +32.2% | -37.4% | -16.8% |
| 10Y | +152.6% | +141.8% | +10.8% | +74.0% |
| All | +10,555.5% | +1,640.9% | +8,914.5% | +3,800.1% |
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