+85.9%
LNG vs PH
+135.5%
-49.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +11.3% | +4.3% | +7.0% | +10.5% |
| 30D | +10.6% | +0.1% | +10.5% | +10.5% |
| 3M | +16.1% | -9.4% | +25.5% | +18.2% |
| 6M | +29.6% | +8.8% | +20.8% | +26.6% |
| YTD | +60.3% | +9.6% | +50.7% | +54.7% |
| 1Y | +46.1% | +14.4% | +31.7% | +39.0% |
| 3Y | +85.9% | +134.5% | -48.6% | +46.2% |
| All | +85.9% | +135.5% | -49.6% | +46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling