+142.1%
WEC vs LNT
+148.3%
-6.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | 0.0% |
| 7D | -1.3% | -1.1% | -0.2% | -0.3% |
| 30D | -0.4% | -1.9% | +1.6% | +1.4% |
| 3M | -6.8% | -7.2% | +0.4% | -0.5% |
| 6M | -6.4% | -3.9% | -2.5% | -3.1% |
| YTD | +2.5% | +5.9% | -3.4% | -2.8% |
| 1Y | -0.4% | +8.4% | -8.8% | -7.5% |
| 3Y | +38.5% | +46.6% | -8.1% | -3.1% |
| 5Y | +31.7% | +32.4% | -0.8% | +0.2% |
| All | +142.1% | +148.3% | -6.2% | +4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling