+14.2%
LNT vs ALLY
+4.2%
+10.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.8% | -1.5% | +2.3% |
| 7D | +7.2% | +2.4% | +4.8% | +7.1% |
| 30D | +15.6% | +5.6% | +10.1% | +15.6% |
| 3M | +5.2% | -11.7% | +16.9% | +4.8% |
| 6M | +1.7% | -7.0% | +8.7% | +1.5% |
| YTD | +17.0% | -10.4% | +27.5% | +17.3% |
| 1Y | +14.2% | +2.4% | +11.9% | +14.0% |
| All | +14.2% | +4.2% | +10.0% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 1y: compounded portfolio wealth divided by compounded ALLY 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…
1y analysis · Full analysis span regression · 6 months rolling