+69.4%
LNT vs ALLE
+92.1%
-22.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.2% | -0.7% |
| 7D | -0.5% | +1.6% | -2.1% | -0.9% |
| 30D | +9.9% | +24.1% | -14.2% | +5.0% |
| 3M | +4.8% | +14.8% | -10.0% | +1.7% |
| 6M | +2.2% | +45.9% | -43.7% | -6.0% |
| YTD | +15.9% | +20.7% | -4.9% | +10.6% |
| 1Y | +10.6% | +14.2% | -3.6% | +6.9% |
| All | +69.4% | +92.1% | -22.6% | +49.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling