+42.6%
LNG vs TROW
+17.3%
+25.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +6.0% | -12.1% | -5.1% |
| 7D | -1.9% | +8.2% | -10.2% | -0.6% |
| 30D | +6.2% | +8.3% | -2.1% | +7.6% |
| 3M | +13.7% | -1.6% | +15.3% | +14.0% |
| 6M | +7.5% | +11.9% | -4.4% | +7.7% |
| YTD | +51.3% | +14.3% | +37.0% | +52.2% |
| 1Y | +42.6% | +17.0% | +25.6% | +44.5% |
| All | +42.6% | +17.3% | +25.3% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling