+10.5%
LNT vs ALLE
-8.3%
+18.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | +1.0% | +2.8% | -1.8% | +0.7% |
| 30D | -1.1% | -7.6% | +6.5% | -0.1% |
| 3M | -3.6% | +22.8% | -26.4% | -6.3% |
| 6M | -2.7% | +4.6% | -7.3% | -3.6% |
| YTD | +8.0% | -1.2% | +9.2% | +6.8% |
| 1Y | +10.5% | -9.1% | +19.6% | +10.3% |
| All | +10.5% | -8.3% | +18.8% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALLE 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling