+8,627.7%
WFC vs LNT
+3,155.8%
+5,471.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +3.8% | -0.1% | +3.9% | +3.8% |
| 30D | +1.5% | -3.2% | +4.7% | +3.0% |
| 3M | +10.9% | -4.1% | +14.9% | +12.8% |
| 6M | +8.4% | -4.6% | +13.0% | +10.3% |
| YTD | -1.9% | +7.0% | -8.9% | -5.8% |
| 1Y | +12.3% | +8.3% | +4.1% | +7.1% |
| 3Y | +132.3% | +51.0% | +81.3% | +86.2% |
| 5Y | +130.1% | +30.2% | +99.9% | +94.2% |
| 10Y | +134.4% | +143.6% | -9.2% | +42.9% |
| All | +8,627.7% | +3,155.8% | +5,471.9% | +1,444.2% |
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