+200.4%
WELL vs LNT
+49.9%
+150.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.5% | -0.1% |
| 7D | -1.3% | +1.0% | -2.3% | -1.9% |
| 30D | +0.5% | -1.1% | +1.6% | +1.1% |
| 3M | +19.1% | -3.6% | +22.7% | +21.7% |
| 6M | +17.0% | -2.7% | +19.6% | +19.0% |
| YTD | +29.2% | +8.0% | +21.2% | +24.2% |
| 1Y | +42.1% | +10.5% | +31.7% | +35.1% |
| All | +200.4% | +49.9% | +150.5% | +144.4% |
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 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