+33.9%
LNT vs ACWI
+67.7%
-33.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.1% | +0.5% | -0.6% | -0.3% |
| 30D | -3.2% | +0.9% | -4.0% | -3.5% |
| 3M | -4.1% | +2.4% | -6.5% | -5.0% |
| 6M | -4.6% | +12.4% | -16.9% | -8.8% |
| YTD | +7.0% | +15.2% | -8.2% | +1.2% |
| 1Y | +8.3% | +22.7% | -14.4% | -0.3% |
| 3Y | +51.0% | +75.8% | -24.8% | +17.4% |
| All | +33.9% | +67.7% | -33.8% | -1.4% |
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