+31.6%
LNT vs A
-16.2%
+47.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.9% |
| 7D | +0.2% | -4.4% | +4.6% | +0.7% |
| 30D | -0.5% | -2.7% | +2.2% | -0.3% |
| 3M | -5.5% | +7.0% | -12.6% | -6.5% |
| 6M | -3.8% | +24.6% | -28.4% | -7.1% |
| YTD | +6.8% | +7.0% | -0.2% | +5.5% |
| 1Y | +9.3% | +15.6% | -6.3% | +6.4% |
| 3Y | +47.9% | +29.9% | +18.0% | +37.5% |
| 5Y | +31.6% | -15.4% | +47.0% | +26.3% |
| All | +31.6% | -16.2% | +47.8% | +26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling