+800.2%
LNG vs PH
+700.2%
+100.0%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +11.3% | +4.3% | +7.0% | +9.4% |
| 30D | +10.6% | +0.1% | +10.5% | +10.2% |
| 3M | +16.1% | -9.4% | +25.5% | +20.4% |
| 6M | +29.6% | +8.8% | +20.8% | +23.5% |
| YTD | +60.3% | +9.6% | +50.7% | +50.3% |
| 1Y | +46.1% | +14.4% | +31.7% | +34.0% |
| 3Y | +85.9% | +134.5% | -48.6% | +17.7% |
| 5Y | +210.8% | +204.4% | +6.4% | +67.8% |
| All | +800.2% | +700.2% | +100.0% | +163.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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