+144.1%
LNT vs ARWR
+1,080.6%
-936.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -1.1% | -4.3% | +3.2% | -1.0% |
| 30D | -1.9% | -7.3% | +5.3% | -1.7% |
| 3M | -7.2% | +17.0% | -24.2% | -7.8% |
| 6M | -3.9% | +39.8% | -43.7% | -5.2% |
| YTD | +5.9% | +24.7% | -18.8% | +4.7% |
| 1Y | +8.4% | +186.5% | -178.1% | +3.8% |
| 3Y | +46.6% | +176.8% | -130.2% | +38.3% |
| 5Y | +32.4% | +29.3% | +3.1% | +26.2% |
| All | +144.1% | +1,080.6% | -936.5% | +113.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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