+285.0%
WMB vs LNT
+31.1%
+253.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.4% |
| 7D | 0.0% | +0.2% | -0.2% | -0.1% |
| 30D | +4.6% | -0.5% | +5.1% | +4.8% |
| 3M | +5.7% | -5.5% | +11.3% | +8.2% |
| 6M | +4.2% | -3.8% | +8.0% | +5.8% |
| YTD | +26.8% | +6.8% | +20.0% | +23.4% |
| 1Y | +34.7% | +9.3% | +25.4% | +29.6% |
| 3Y | +146.8% | +47.9% | +98.9% | +109.0% |
| 5Y | +285.0% | +31.6% | +253.4% | +248.8% |
| All | +285.0% | +31.1% | +253.9% | +248.8% |
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