+53.8%
LNT vs ACWI
+58.7%
-4.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.0% | +2.4% | -1.4% | +0.2% |
| 30D | +9.6% | -1.7% | +11.3% | +10.1% |
| 3M | +5.4% | -3.9% | +9.3% | +6.7% |
| 6M | +3.1% | +0.8% | +2.3% | +2.5% |
| YTD | +16.5% | +11.0% | +5.4% | +11.3% |
| 1Y | +12.3% | +13.1% | -0.8% | +6.5% |
| 3Y | +70.3% | +73.9% | -3.6% | +31.5% |
| All | +53.8% | +58.7% | -4.9% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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