+18,622.2%
WELL vs LNT
+3,121.8%
+15,500.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | -0.2% | -1.0% | +0.8% | +0.2% |
| 30D | +2.3% | -4.2% | +6.6% | +4.4% |
| 3M | +12.3% | -6.7% | +18.9% | +15.9% |
| 6M | +15.6% | -3.6% | +19.2% | +17.6% |
| YTD | +28.3% | +5.9% | +22.4% | +25.0% |
| 1Y | +41.9% | +7.3% | +34.7% | +37.5% |
| 3Y | +198.3% | +46.5% | +151.9% | +149.2% |
| 5Y | +206.4% | +32.5% | +173.9% | +166.3% |
| 10Y | +356.0% | +147.9% | +208.1% | +216.3% |
| All | +18,622.2% | +3,121.8% | +15,500.4% | +7,894.1% |
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