+69.4%
LNT vs ARWR
+77.5%
-8.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.5% | +3.7% | -0.7% |
| 7D | -0.5% | -17.9% | +17.4% | 0.0% |
| 30D | +9.9% | -18.9% | +28.8% | +10.5% |
| 3M | +4.8% | -46.0% | +50.8% | +6.6% |
| 6M | +2.2% | -40.3% | +42.5% | +3.5% |
| YTD | +15.9% | -29.0% | +44.9% | +16.5% |
| 1Y | +10.6% | +13.8% | -3.3% | +9.0% |
| All | +69.4% | +77.5% | -8.0% | +62.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling