+62.1%
WM vs LNT
+55.5%
+6.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.9% |
| 7D | +1.2% | -0.5% | +1.7% | +1.4% |
| 30D | +15.2% | +9.9% | +5.3% | +10.7% |
| 3M | +8.3% | +4.8% | +3.5% | +6.1% |
| 6M | +13.1% | +2.2% | +11.0% | +12.0% |
| YTD | +12.5% | +15.9% | -3.3% | +5.7% |
| 1Y | +21.8% | +10.6% | +11.2% | +16.6% |
| 3Y | +48.8% | +66.1% | -17.3% | +19.8% |
| 5Y | +62.1% | +55.6% | +6.5% | +33.1% |
| All | +62.1% | +55.5% | +6.5% | +33.1% |
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 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