+4,464.3%
WEC vs LNT
+3,444.2%
+1,020.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.6% |
| 7D | +2.3% | +1.0% | +1.3% | +1.7% |
| 30D | +11.1% | +9.6% | +1.5% | +5.2% |
| 3M | +8.4% | +5.4% | +3.0% | +5.2% |
| 6M | +7.5% | +3.1% | +4.4% | +5.6% |
| YTD | +15.3% | +16.5% | -1.1% | +5.4% |
| 1Y | +9.7% | +12.3% | -2.6% | +2.5% |
| 3Y | +64.7% | +70.3% | -5.6% | +20.3% |
| 5Y | +57.3% | +56.4% | +0.8% | +21.3% |
| 10Y | +195.9% | +184.3% | +11.6% | +71.4% |
| All | +4,464.3% | +3,444.2% | +1,020.1% | +829.2% |
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