+4,211.8%
HDB vs LNT
+1,288.6%
+2,923.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.2% |
| 7D | +2.7% | +1.0% | +1.7% | +2.2% |
| 30D | +14.1% | +9.6% | +4.5% | +8.6% |
| 3M | +11.8% | +5.4% | +6.4% | +8.6% |
| 6M | +8.2% | +3.1% | +5.1% | +5.9% |
| YTD | -29.3% | +16.5% | -45.8% | -35.5% |
| 1Y | -28.8% | +12.3% | -41.1% | -33.7% |
| 3Y | -7.5% | +70.3% | -77.8% | -33.0% |
| 5Y | -23.1% | +56.4% | -79.5% | -43.5% |
| 10Y | +63.7% | +184.3% | -120.6% | -20.9% |
| All | +4,211.8% | +1,288.6% | +2,923.2% | +867.9% |
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