+550.0%
LNG vs NI
+143.3%
+406.7%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -4.7% | 0.0% | -4.7% | -4.7% |
| 30D | +3.8% | -1.4% | +5.2% | +4.2% |
| 3M | +16.2% | -10.6% | +26.7% | +20.1% |
| 6M | +11.7% | -9.3% | +21.0% | +14.8% |
| YTD | +44.2% | +1.1% | +43.1% | +43.1% |
| 1Y | +18.6% | +3.4% | +15.2% | +16.7% |
| 3Y | +77.4% | +67.9% | +9.5% | +50.8% |
| 5Y | +232.3% | +98.0% | +134.3% | +167.9% |
| All | +550.0% | +143.3% | +406.7% | +393.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling