+223.8%
WELL vs LNT
+55.5%
+168.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.5% |
| 7D | +0.1% | -0.5% | +0.7% | +0.5% |
| 30D | +6.8% | +9.9% | -3.1% | +0.9% |
| 3M | +6.7% | +4.8% | +1.9% | +3.7% |
| 6M | +13.8% | +2.2% | +11.6% | +12.3% |
| YTD | +33.8% | +15.9% | +18.0% | +22.8% |
| 1Y | +29.6% | +10.6% | +19.1% | +22.2% |
| 3Y | +203.1% | +66.1% | +137.0% | +124.5% |
| 5Y | +223.8% | +55.6% | +168.2% | +149.6% |
| All | +223.8% | +55.5% | +168.3% | +149.6% |
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