+7.8%
WBD vs LNT
+30.4%
-22.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.4% |
| 7D | -0.6% | -1.1% | +0.5% | -0.1% |
| 30D | +4.2% | -1.9% | +6.1% | +5.0% |
| 3M | +7.5% | -7.2% | +14.7% | +10.8% |
| 6M | +1.6% | -3.9% | +5.5% | +2.7% |
| YTD | -2.2% | +5.9% | -8.0% | -5.8% |
| 1Y | +124.9% | +8.4% | +116.5% | +113.8% |
| 3Y | +149.1% | +46.6% | +102.5% | +103.2% |
| 5Y | +7.8% | +32.4% | -24.6% | -14.1% |
| All | +7.8% | +30.4% | -22.6% | -14.1% |
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 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