+143.5%
WBD vs LNT
+46.9%
+96.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.5% |
| 7D | -0.6% | -1.1% | +0.5% | -0.1% |
| 30D | +4.2% | -1.9% | +6.1% | +5.1% |
| 3M | +7.5% | -7.2% | +14.7% | +11.3% |
| 6M | +1.6% | -3.9% | +5.5% | +2.7% |
| YTD | -2.2% | +5.9% | -8.0% | -7.2% |
| 1Y | +124.9% | +8.4% | +116.5% | +109.3% |
| All | +143.5% | +46.9% | +96.6% | +71.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling