+49.6%
LNT vs A
+29.5%
+20.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.1% |
| 7D | +1.0% | -2.1% | +3.1% | +1.1% |
| 30D | -1.1% | +0.6% | -1.7% | -1.2% |
| 3M | -3.6% | +10.9% | -14.5% | -4.3% |
| 6M | -2.7% | +28.2% | -30.8% | -4.5% |
| YTD | +8.0% | +8.6% | -0.6% | +7.6% |
| 1Y | +10.5% | +15.5% | -5.1% | +9.1% |
| 3Y | +49.6% | +31.8% | +17.8% | +39.5% |
| All | +49.6% | +29.5% | +20.1% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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