+141.8%
LNT vs ALLY
+178.4%
-36.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.3% | +1.4% |
| 7D | +1.0% | +1.0% | 0.0% | +0.9% |
| 30D | -1.1% | -3.3% | +2.2% | -0.7% |
| 3M | -3.6% | +0.5% | -4.1% | -3.8% |
| 6M | -2.7% | +12.6% | -15.2% | -4.6% |
| YTD | +8.0% | -4.7% | +12.7% | +8.2% |
| 1Y | +10.5% | +5.2% | +5.2% | +8.8% |
| 3Y | +49.6% | +66.5% | -16.9% | +34.5% |
| 5Y | +32.2% | +0.2% | +32.0% | +25.6% |
| 10Y | +141.8% | +180.8% | -39.0% | +90.7% |
| All | +141.8% | +178.4% | -36.6% | +90.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling