+417.4%
WDC vs LNT
+8.1%
+409.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.8% |
| 7D | +1.7% | -0.1% | +1.8% | +1.7% |
| 30D | -10.0% | -3.2% | -6.8% | -12.1% |
| 3M | -18.8% | -4.1% | -14.7% | -21.8% |
| 6M | +79.0% | -4.6% | +83.6% | +71.8% |
| YTD | +171.6% | +7.0% | +164.6% | +178.3% |
| 1Y | +417.4% | +8.3% | +409.1% | +439.4% |
| All | +417.4% | +8.1% | +409.3% | +439.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling